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
1376
$167K ﹤0.01%
3,886
+178
1377
$167K ﹤0.01%
7,014
+277
1378
$167K ﹤0.01%
13,260
-194,370
1379
$167K ﹤0.01%
3,655
+1,384
1380
$166K ﹤0.01%
2,805
+2,505
1381
$166K ﹤0.01%
829
-141
1382
$166K ﹤0.01%
1,527
+156
1383
$166K ﹤0.01%
904
+69
1384
$165K ﹤0.01%
5,398
-1,147
1385
$165K ﹤0.01%
4,982
+91
1386
$165K ﹤0.01%
5,118
+1,750
1387
$165K ﹤0.01%
1,218
+33
1388
$165K ﹤0.01%
4,365
-63
1389
$164K ﹤0.01%
1,155
+75
1390
$163K ﹤0.01%
4,814
+816
1391
$162K ﹤0.01%
1,948
+246
1392
$162K ﹤0.01%
110
-4
1393
$161K ﹤0.01%
2,011
+1,352
1394
$161K ﹤0.01%
4,990
1395
$160K ﹤0.01%
2,041
-236
1396
$160K ﹤0.01%
9,489
1397
$160K ﹤0.01%
819
+791
1398
$159K ﹤0.01%
1,587
+67
1399
$159K ﹤0.01%
3,128
-670
1400
$159K ﹤0.01%
2,295
-115,591
54 55
56
57 58