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
1276
$218K ﹤0.01%
3,430
+2,359
1277
$218K ﹤0.01%
2,286
+362
1278
$218K ﹤0.01%
3,311
+187
1279
$217K ﹤0.01%
7,164
+5,160
1280
$217K ﹤0.01%
2,305
-240
1281
$214K ﹤0.01%
1,591
+127
1282
$214K ﹤0.01%
1,092
-8
1283
$213K ﹤0.01%
3,064
+330
1284
$213K ﹤0.01%
2,684
+296
1285
$213K ﹤0.01%
2,684
+437
1286
$213K ﹤0.01%
9,080
+7,634
1287
$211K ﹤0.01%
2,375
1288
$211K ﹤0.01%
2,227
+459
1289
$211K ﹤0.01%
5,685
+2,249
1290
$210K ﹤0.01%
1,290
-24
1291
$210K ﹤0.01%
2,582
+162
1292
$210K ﹤0.01%
1,049
+94
1293
$209K ﹤0.01%
3,566
+452
1294
$209K ﹤0.01%
6,590
+608
1295
$209K ﹤0.01%
15,346
+4,305
1296
$208K ﹤0.01%
13,610
-5,729
1297
$208K ﹤0.01%
8,413
-2,666
1298
$208K ﹤0.01%
6,210
1299
$208K ﹤0.01%
23,304
-24,558
1300
$208K ﹤0.01%
2,975
+1,459
50 51
52
53 54