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
1301
$208K ﹤0.01%
4,656
+227
1302
$207K ﹤0.01%
8,612
+1,701
1303
$204K ﹤0.01%
1,991
+181
1304
$203K ﹤0.01%
967
+1
1305
$203K ﹤0.01%
956
+77
1306
$203K ﹤0.01%
5,429
+2,112
1307
$203K ﹤0.01%
7,200
+60
1308
$202K ﹤0.01%
2,019
1309
$200K ﹤0.01%
3,980
-403,769
1310
$200K ﹤0.01%
517
+79
1311
$200K ﹤0.01%
3,295
+1,352
1312
$199K ﹤0.01%
2,702
1313
$199K ﹤0.01%
3,434
+781
1314
$199K ﹤0.01%
1,559
+913
1315
$198K ﹤0.01%
2,148
-92
1316
$197K ﹤0.01%
997
+180
1317
$196K ﹤0.01%
4,781
-1,194
1318
$196K ﹤0.01%
3,429
1319
$195K ﹤0.01%
10,358
+7,788
1320
$195K ﹤0.01%
9,666
-925
1321
$195K ﹤0.01%
17,413
+3,444
1322
$194K ﹤0.01%
4,915
+1,056
1323
$194K ﹤0.01%
1,531
+416
1324
$193K ﹤0.01%
2,209
+48
1325
$192K ﹤0.01%
1,363
+24
51 52
53
54 55