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
1151
$299K ﹤0.01%
2,085
+356
1152
$298K ﹤0.01%
17,185
-11
1153
$298K ﹤0.01%
11,326
+4,133
1154
$296K ﹤0.01%
8,852
-2,488
1155
$296K ﹤0.01%
5,129
+2,360
1156
$294K ﹤0.01%
1,945
+141
1157
$294K ﹤0.01%
5,973
-2,449
1158
$293K ﹤0.01%
6,198
-1,111
1159
$293K ﹤0.01%
24,183
+389
1160
$293K ﹤0.01%
12,925
+7,850
1161
$291K ﹤0.01%
2,089
+264
1162
$291K ﹤0.01%
4,624
+153
1163
$291K ﹤0.01%
1,845
+432
1164
$291K ﹤0.01%
1,177
+556
1165
$288K ﹤0.01%
3,753
+304
1166
$288K ﹤0.01%
3,022
+179
1167
$287K ﹤0.01%
5,698
1168
$287K ﹤0.01%
5,884
+643
1169
$286K ﹤0.01%
1,041
+132
1170
$285K ﹤0.01%
17,673
+1,665
1171
$284K ﹤0.01%
11,538
+1,658
1172
$284K ﹤0.01%
3,798
+339
1173
$284K ﹤0.01%
17,225
-416
1174
$282K ﹤0.01%
6,243
+29
1175
$281K ﹤0.01%
1,685
+851
45 46
47
48 49