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
1426
$150K ﹤0.01%
2,859
+481
1427
$150K ﹤0.01%
4,379
+2,018
1428
$149K ﹤0.01%
604
+57
1429
$149K ﹤0.01%
4,475
1430
$149K ﹤0.01%
6,040
-14
1431
$148K ﹤0.01%
692
+234
1432
$148K ﹤0.01%
827
+282
1433
$146K ﹤0.01%
2,916
+1,919
1434
$146K ﹤0.01%
12,990
+2,122
1435
$146K ﹤0.01%
37,704
+37,504
1436
$146K ﹤0.01%
1,902
+17
1437
$146K ﹤0.01%
876
-1,421
1438
$145K ﹤0.01%
6,952
+3,616
1439
$145K ﹤0.01%
6,144
+4,302
1440
$145K ﹤0.01%
10,022
+10,000
1441
$145K ﹤0.01%
1,434
+1,276
1442
$144K ﹤0.01%
+5,520
1443
$144K ﹤0.01%
17,557
+16,007
1444
$144K ﹤0.01%
2,747
+596
1445
$144K ﹤0.01%
4,765
+1,787
1446
$143K ﹤0.01%
9,433
-4,320
1447
$143K ﹤0.01%
6,690
+4,324
1448
$143K ﹤0.01%
533
+1
1449
$143K ﹤0.01%
5,667
+2,144
1450
$143K ﹤0.01%
1,068
+201
56 57
58
59 60