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
1351
$176K ﹤0.01%
4,927
+74
1352
$175K ﹤0.01%
1,872
+102
1353
$175K ﹤0.01%
10,219
-1,566
1354
$175K ﹤0.01%
722
-445
1355
$175K ﹤0.01%
2,371
+779
1356
$175K ﹤0.01%
4,427
-115
1357
$175K ﹤0.01%
740
-503
1358
$174K ﹤0.01%
6,606
+1,011
1359
$174K ﹤0.01%
8,538
+3,830
1360
$174K ﹤0.01%
8,178
+6,744
1361
$174K ﹤0.01%
3,045
+1,527
1362
$173K ﹤0.01%
5,134
+565
1363
$173K ﹤0.01%
18,022
+16,973
1364
$172K ﹤0.01%
1,178
-92
1365
$172K ﹤0.01%
4,432
-135,458
1366
$171K ﹤0.01%
2,510
-635
1367
$171K ﹤0.01%
34,758
+20,687
1368
$171K ﹤0.01%
1,665
+86
1369
$169K ﹤0.01%
626
+509
1370
$169K ﹤0.01%
4,850
1371
$169K ﹤0.01%
5,214
-2,124
1372
$168K ﹤0.01%
4,710
+2,793
1373
$168K ﹤0.01%
4,236
-182
1374
$168K ﹤0.01%
7,698
+1,136
1375
$168K ﹤0.01%
2,942
+458
53 54
55
56 57