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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
4526
– –
-257
4527
– –
-20,995
4528
– –
-29
4529
– –
-847
4530
– –
-1,033,184
4531
– –
-5,450
4532
– –
-3,190
4533
– –
-727
4534
$0 ﹤0.01%
67
4535
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-4,795
4536
– –
-1,057
4537
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-12
4538
– –
-67
4539
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-56
4540
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-780
4541
– –
-152
4542
– –
-133
4543
– –
-300
4544
$0 ﹤0.01%
+22
4545
– –
-730
4546
– –
-475
4547
$0 ﹤0.01%
10
4548
$0 ﹤0.01%
2
4549
$0 ﹤0.01%
11
4550
– –
-730
180 181
182
183 184