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
1451
$143K ﹤0.01%
2,800
1452
$143K ﹤0.01%
484
+122
1453
$143K ﹤0.01%
2,311
-3
1454
$142K ﹤0.01%
3,057
+525
1455
$142K ﹤0.01%
2,683
-1,254
1456
$142K ﹤0.01%
+6,748
1457
$141K ﹤0.01%
843
+99
1458
$141K ﹤0.01%
2,918
+7
1459
$140K ﹤0.01%
445
+7
1460
$140K ﹤0.01%
5,100
+440
1461
$140K ﹤0.01%
6,611
-1,232
1462
$139K ﹤0.01%
6,910
+49
1463
$139K ﹤0.01%
4,234
+1,928
1464
$138K ﹤0.01%
850
+57
1465
$138K ﹤0.01%
14,054
+115
1466
$137K ﹤0.01%
5,063
+867
1467
$137K ﹤0.01%
16,450
+218
1468
$137K ﹤0.01%
8,033
-4,999
1469
$136K ﹤0.01%
6,328
+207
1470
$135K ﹤0.01%
2,063
1471
$135K ﹤0.01%
3,975
+1,382
1472
$135K ﹤0.01%
1,466
+32
1473
$135K ﹤0.01%
1,731
+88
1474
$135K ﹤0.01%
4,332
+195
1475
$134K ﹤0.01%
13,591
+102
57 58
59
60 61