We are live on ! Find out more
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
4626
$0 ﹤0.01%
8
4627
– –
-3,899
4628
– –
-1,970
4629
$0 ﹤0.01%
+1
4630
$0 ﹤0.01%
2,500
4631
– –
-455
4632
$0 ﹤0.01%
1
4633
$0 ﹤0.01%
+10
4634
$0 ﹤0.01%
6
4635
$0 ﹤0.01%
5
-2
4636
$0 ﹤0.01%
3
4637
$0 ﹤0.01%
+14
4638
$0 ﹤0.01%
18
-118
4639
– –
0
4640
$0 ﹤0.01%
12
4641
$0 ﹤0.01%
10
4642
$0 ﹤0.01%
+1
4643
$0 ﹤0.01%
+20
4644
– –
-49
4645
– –
-300
4646
– –
-500
4647
$0 ﹤0.01%
+1
4648
– –
-273
4649
– –
0
4650
$0 ﹤0.01%
6
183 184 185
186
187