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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
4501
$0 ﹤0.01%
22
4502
– –
-81
4503
$0 ﹤0.01%
5
4504
$0 ﹤0.01%
+13
4505
$0 ﹤0.01%
300
4506
$0 ﹤0.01%
+4
4507
$0 ﹤0.01%
26
4508
$0 ﹤0.01%
10
4509
$0 ﹤0.01%
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-187
4510
– –
0
4511
$0 ﹤0.01%
10
4512
$0 ﹤0.01%
80
4513
$0 ﹤0.01%
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4514
– –
-26
4515
$0 ﹤0.01%
52
-34
4516
$0 ﹤0.01%
68
4517
$0 ﹤0.01%
33
4518
– –
-7,859
4519
– –
-1,944
4520
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-36
4521
– –
-9,572
4522
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-584
4523
– –
-15
4524
– –
-593
4525
– –
-314
179 180
181
182 183