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
701
$1.11M 0.01%
40,116
-2,716
702
$1.11M 0.01%
29,514
+29,441
703
$1.1M 0.01%
59,475
-2,961
704
$1.1M 0.01%
21,346
+19,380
705
$1.1M 0.01%
29,109
-1,761
706
$1.09M 0.01%
8,927
+183
707
$1.09M 0.01%
14,571
+102
708
$1.08M 0.01%
41,957
-2,798
709
$1.08M 0.01%
13,500
+326
710
$1.08M 0.01%
71,210
+1,209
711
$1.08M 0.01%
14,937
-1,002
712
$1.08M 0.01%
12,663
+800
713
$1.08M 0.01%
21,513
-1,469
714
$1.07M 0.01%
24,508
-1,051
715
$1.07M 0.01%
15,723
-494
716
$1.07M 0.01%
11,635
+3,818
717
$1.07M 0.01%
11,997
+6,922
718
$1.07M 0.01%
6,487
-481
719
$1.07M 0.01%
16,305
+4,754
720
$1.07M 0.01%
36,284
+3,071
721
$1.06M 0.01%
24,693
+959
722
$1.06M 0.01%
12,436
-662
723
$1.06M 0.01%
31,713
-12,076
724
$1.06M 0.01%
44,577
-2,758
725
$1.06M 0.01%
26,582
-799
27 28
29
30 31