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
1326
$192K ﹤0.01%
7,689
+7,086
1327
$191K ﹤0.01%
3,144
1328
$191K ﹤0.01%
10,106
+8,514
1329
$191K ﹤0.01%
3,695
+443
1330
$190K ﹤0.01%
4,181
+1,641
1331
$190K ﹤0.01%
6,423
+222
1332
$190K ﹤0.01%
4,122
-1,541
1333
$189K ﹤0.01%
364
+11
1334
$189K ﹤0.01%
4,307
+2,666
1335
$188K ﹤0.01%
7,648
-7,202
1336
$188K ﹤0.01%
3,979
+826
1337
$187K ﹤0.01%
4,475
-140
1338
$186K ﹤0.01%
+10,569
1339
$185K ﹤0.01%
1,011
+842
1340
$184K ﹤0.01%
4,281
+2,297
1341
$184K ﹤0.01%
2,143
+98
1342
$182K ﹤0.01%
10,156
+1,346
1343
$182K ﹤0.01%
4,504
+141
1344
$181K ﹤0.01%
6,675
1345
$180K ﹤0.01%
5,553
1346
$179K ﹤0.01%
3,806
1347
$179K ﹤0.01%
1,957
+112
1348
$179K ﹤0.01%
7,265
1349
$179K ﹤0.01%
3,662
+2,124
1350
$178K ﹤0.01%
11,716
+3,338
52 53
54
55 56