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
751
$996K 0.01%
10,497
+703
752
$995K 0.01%
7,664
+814
753
$994K 0.01%
26,186
+2,912
754
$994K 0.01%
2,043
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755
$993K 0.01%
81,473
-502
756
$992K 0.01%
30,880
-24,017
757
$991K 0.01%
2,161
+357
758
$990K 0.01%
10,646
+3,606
759
$989K 0.01%
29,415
-1,761
760
$988K 0.01%
9,059
-178
761
$980K 0.01%
29,724
+4,265
762
$978K 0.01%
34,319
-150
763
$976K 0.01%
30,787
-1,410
764
$974K 0.01%
42,488
+31,588
765
$974K 0.01%
6,658
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766
$962K 0.01%
62,897
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767
$958K 0.01%
19,744
+6,918
768
$956K 0.01%
8,342
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769
$954K 0.01%
13,843
+2,630
770
$953K 0.01%
1,618
+128
771
$953K 0.01%
17,635
+225
772
$951K 0.01%
3,116
-184
773
$949K 0.01%
12,868
-9,305
774
$949K 0.01%
44,130
+5,998
775
$948K 0.01%
+19,695
29 30
31
32 33