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
826
$800K ﹤0.01%
5,989
+56
827
$799K ﹤0.01%
14,652
+850
828
$797K ﹤0.01%
10,195
-2,024
829
$793K ﹤0.01%
3,691
+405
830
$790K ﹤0.01%
23,229
-2,060
831
$787K ﹤0.01%
5,951
-1,854
832
$786K ﹤0.01%
3,343
+67
833
$780K ﹤0.01%
29,718
+5,347
834
$777K ﹤0.01%
4,153
+70
835
$775K ﹤0.01%
8,458
+1,284
836
$774K ﹤0.01%
10,449
+2,609
837
$765K ﹤0.01%
301
+4
838
$764K ﹤0.01%
18,660
+16,635
839
$764K ﹤0.01%
10,339
-251
840
$763K ﹤0.01%
14,089
-2,345
841
$761K ﹤0.01%
2,661
+31
842
$759K ﹤0.01%
6,722
+816
843
$755K ﹤0.01%
6,110
+302
844
$752K ﹤0.01%
6,723
-466
845
$746K ﹤0.01%
5,690
+259
846
$745K ﹤0.01%
10,335
+551
847
$743K ﹤0.01%
33,393
+11,602
848
$742K ﹤0.01%
3,773
+207
849
$740K ﹤0.01%
25,872
-13,637
850
$736K ﹤0.01%
14,283
-762
32 33
34
35 36