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
876
$687K ﹤0.01%
14,807
+3,225
877
$686K ﹤0.01%
9,316
+816
878
$685K ﹤0.01%
1,714
+714
879
$684K ﹤0.01%
10,561
+366
880
$678K ﹤0.01%
30,121
+6,104
881
$677K ﹤0.01%
11,893
+472
882
$673K ﹤0.01%
63,939
+63,834
883
$671K ﹤0.01%
41,913
+4,638
884
$671K ﹤0.01%
22,642
-802
885
$670K ﹤0.01%
19,155
+492
886
$665K ﹤0.01%
600
+27
887
$658K ﹤0.01%
7,811
+967
888
$656K ﹤0.01%
18,833
+18,787
889
$655K ﹤0.01%
6,150
-2,002
890
$651K ﹤0.01%
10,740
+1,675
891
$649K ﹤0.01%
9,149
+639
892
$649K ﹤0.01%
10,188
+498
893
$649K ﹤0.01%
770
+85
894
$647K ﹤0.01%
11,721
+1,795
895
$647K ﹤0.01%
85,288
+83,333
896
$645K ﹤0.01%
15,875
+3,445
897
$643K ﹤0.01%
7,500
898
$643K ﹤0.01%
15,087
+378
899
$640K ﹤0.01%
7,373
+405
900
$640K ﹤0.01%
5,059
+292
34 35
36
37 38