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
1226
$244K ﹤0.01%
5,974
+46
1227
$242K ﹤0.01%
7,923
+1,680
1228
$242K ﹤0.01%
1,330
+839
1229
$242K ﹤0.01%
4,925
1230
$242K ﹤0.01%
675
+107
1231
$241K ﹤0.01%
3,424
-396
1232
$241K ﹤0.01%
13,169
1233
$240K ﹤0.01%
4,782
-507,019
1234
$240K ﹤0.01%
1,855
+186
1235
$240K ﹤0.01%
4,335
+114
1236
$239K ﹤0.01%
7,344
-972
1237
$238K ﹤0.01%
43,216
+128
1238
$237K ﹤0.01%
12,701
+1
1239
$237K ﹤0.01%
4,728
+757
1240
$236K ﹤0.01%
2,748
+368
1241
$236K ﹤0.01%
2,429
+13
1242
$236K ﹤0.01%
4,678
+505
1243
$234K ﹤0.01%
3,921
+108
1244
$233K ﹤0.01%
2,814
1245
$233K ﹤0.01%
3,924
-1,586
1246
$233K ﹤0.01%
+9,398
1247
$233K ﹤0.01%
2,189
+669
1248
$232K ﹤0.01%
1,396
+71
1249
$232K ﹤0.01%
2,474
+548
1250
$231K ﹤0.01%
5,213
+254
48 49
50
51 52