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
1251
$231K ﹤0.01%
2,049
+664
1252
$230K ﹤0.01%
12,570
-3
1253
$230K ﹤0.01%
645
+101
1254
$228K ﹤0.01%
13,130
+3,232
1255
$228K ﹤0.01%
1,175
+977
1256
$227K ﹤0.01%
25,452
-2,510
1257
$227K ﹤0.01%
3,691
+12
1258
$226K ﹤0.01%
5,344
-829
1259
$226K ﹤0.01%
5,869
+487
1260
$226K ﹤0.01%
4,592
+1,814
1261
$226K ﹤0.01%
2,123
+135
1262
$225K ﹤0.01%
7,451
+5,180
1263
$225K ﹤0.01%
550
+69
1264
$223K ﹤0.01%
4,029
+978
1265
$222K ﹤0.01%
2,186
+460
1266
$222K ﹤0.01%
4,397
-639
1267
$222K ﹤0.01%
3,268
+167
1268
$221K ﹤0.01%
6,774
-2,240
1269
$221K ﹤0.01%
6,876
+6,296
1270
$221K ﹤0.01%
929
+36
1271
$221K ﹤0.01%
20,629
-41
1272
$221K ﹤0.01%
8,060
+930
1273
$220K ﹤0.01%
15,108
+971
1274
$220K ﹤0.01%
81,973
1275
$220K ﹤0.01%
4,845
49 50
51
52 53