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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
4651
$0 ﹤0.01%
23
4652
$0 ﹤0.01%
2
4653
$0 ﹤0.01%
41
4654
$0 ﹤0.01%
175
4655
$0 ﹤0.01%
26
4656
$0 ﹤0.01%
15
-107
4657
$0 ﹤0.01%
72
+4
4658
$0 ﹤0.01%
3
4659
– –
-7
4660
– –
-197
4661
$0 ﹤0.01%
1
4662
$0 ﹤0.01%
15
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4663
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-94
4664
$0 ﹤0.01%
+4
4665
$0 ﹤0.01%
13
4666
$0 ﹤0.01%
+15
4667
– –
-250
4668
– –
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4669
$0 ﹤0.01%
+10
4670
$0 ﹤0.01%
1
-1,323
4671
– –
-39
183 184 185 186
187