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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
4576
– –
-130
4577
$0 ﹤0.01%
1
4578
– –
-500
4579
$0 ﹤0.01%
+7
4580
$0 ﹤0.01%
120
4581
– –
-866
4582
– –
-65
4583
$0 ﹤0.01%
1
4584
– –
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4585
$0 ﹤0.01%
42
-24
4586
$0 ﹤0.01%
8,320
4587
$0 ﹤0.01%
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4588
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4589
$0 ﹤0.01%
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4590
$0 ﹤0.01%
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-1
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$0 ﹤0.01%
5
4592
$0 ﹤0.01%
+25
4593
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4594
$0 ﹤0.01%
500
4595
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4596
$0 ﹤0.01%
25
4597
$0 ﹤0.01%
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4598
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$0 ﹤0.01%
20
-2
4600
$0 ﹤0.01%
5
182 183
184
185 186