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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
4401
$0 ﹤0.01%
10
4402
– –
-601
4403
$0 ﹤0.01%
219
-20
4404
– –
-33
4405
– –
-2,008
4406
– –
-462
4407
$0 ﹤0.01%
+2
4408
$0 ﹤0.01%
13
+7
4409
– –
-543
4410
– –
-2,500
4411
$0 ﹤0.01%
45
+16
4412
$0 ﹤0.01%
192
4413
$0 ﹤0.01%
+4
4414
$0 ﹤0.01%
+13
4415
– –
-104
4416
– –
-173
4417
$0 ﹤0.01%
+8
4418
$0 ﹤0.01%
84
4419
$0 ﹤0.01%
25
4420
$0 ﹤0.01%
17
4421
– –
-1,200
4422
$0 ﹤0.01%
35
4423
– –
-36
4424
– –
-35
4425
– –
-2
175 176
177
178 179