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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
4601
$0 ﹤0.01%
3
4602
$0 ﹤0.01%
+43
4603
$0 ﹤0.01%
11
4604
$0 ﹤0.01%
1
4605
– –
-15
4606
$0 ﹤0.01%
5
4607
$0 ﹤0.01%
5
4608
– –
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4609
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-553
4610
$0 ﹤0.01%
7
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4611
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4612
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4613
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4614
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$0 ﹤0.01%
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4618
$0 ﹤0.01%
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4619
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4620
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4621
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$0 ﹤0.01%
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– –
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– –
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4625
$0 ﹤0.01%
+2
183 184
185
186 187