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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.3B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1
+$206M
2
+$164M
3
+$111M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$99.8M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$84.6M

Top Sells

1
+$179M
2
+$140M
3
+$121M
4
IYW icon
iShares US Technology ETF
IYW
+$103M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$79.9M

Sector Composition

1 Technology 6.45%
2 Healthcare 3.94%
3 Financials 3.64%
4 Consumer Discretionary 2.36%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4376
– –
-100
4377
– –
-89
4378
– –
-2,549
4379
– –
-12
4380
– –
-81
4381
$0 ﹤0.01%
+21
4382
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-247
4383
– –
-625
4384
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-17
4385
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-775
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– –
-139
4387
$0 ﹤0.01%
+500
4388
$0 ﹤0.01%
19
4389
$0 ﹤0.01%
+86
4390
$0 ﹤0.01%
1
4391
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4392
$0 ﹤0.01%
32
-222
4393
– –
-230
4394
$0 ﹤0.01%
+5
4395
$0 ﹤0.01%
+7
4396
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-199
4397
$0 ﹤0.01%
33
4398
– –
-377
4399
– –
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4400
$0 ﹤0.01%
250
174 175
176
177 178