Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
4,681
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$164M
3
+$102M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$95M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$82.7M

Top Sells

1
+$175M
2
+$135M
3
+$116M
4
IYW icon
iShares US Technology ETF
IYW
+$99.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$76.8M

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
551
$1.92M 0.01%
18,620
-1,274
552
$1.91M 0.01%
153,971
+990
553
$1.87M 0.01%
32,208
-1,289
554
$1.87M 0.01%
6,882
+453
555
$1.87M 0.01%
5,375
+806
556
$1.86M 0.01%
12,320
-764
557
$1.85M 0.01%
29,095
+6,783
558
$1.84M 0.01%
31,637
+7,598
559
$1.84M 0.01%
31,606
+10,509
560
$1.84M 0.01%
88,344
+22,113
561
$1.83M 0.01%
35,992
+35,531
562
$1.83M 0.01%
8,020
+684
563
$1.83M 0.01%
50,108
-95
564
$1.83M 0.01%
38,699
+24,443
565
$1.82M 0.01%
6,414
+397
566
$1.82M 0.01%
30,266
-19,186
567
$1.79M 0.01%
16,754
-1,022
568
$1.79M 0.01%
40,604
-344,451
569
$1.79M 0.01%
23,949
+2,085
570
$1.78M 0.01%
5,196
+269
571
$1.78M 0.01%
34,501
-675
572
$1.77M 0.01%
25,618
-17,245
573
$1.76M 0.01%
90,541
+74,678
574
$1.76M 0.01%
73,542
+24,686
575
$1.76M 0.01%
64,990
+2,102
21 22
23
24 25