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
1401
$158K ﹤0.01%
4,527
+328
1402
$157K ﹤0.01%
6,934
1403
$157K ﹤0.01%
4,231
+2,010
1404
$155K ﹤0.01%
10,386
+9,786
1405
$155K ﹤0.01%
9,790
1406
$155K ﹤0.01%
2,053
-13
1407
$155K ﹤0.01%
4,392
+2,086
1408
$155K ﹤0.01%
1,617
+850
1409
$154K ﹤0.01%
2,084
+305
1410
$154K ﹤0.01%
6,668
+929
1411
$154K ﹤0.01%
3,063
+352
1412
$154K ﹤0.01%
2,428
+8
1413
$153K ﹤0.01%
8,109
-84
1414
$153K ﹤0.01%
3,210
-77
1415
$153K ﹤0.01%
7,771
-133
1416
$153K ﹤0.01%
11,588
+4,324
1417
$152K ﹤0.01%
3,638
-42
1418
$152K ﹤0.01%
5,900
1419
$152K ﹤0.01%
2,349
+7
1420
$152K ﹤0.01%
6,708
-409
1421
$151K ﹤0.01%
174
+13
1422
$151K ﹤0.01%
8,600
+349
1423
$151K ﹤0.01%
2,850
+1,287
1424
$151K ﹤0.01%
8,799
+1,439
1425
$151K ﹤0.01%
1,364
-307
55 56
57
58 59