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
1476
$134K ﹤0.01%
3,319
+9
1477
$134K ﹤0.01%
930
-40
1478
$133K ﹤0.01%
3,581
-24
1479
$133K ﹤0.01%
50,498
1480
$133K ﹤0.01%
13,774
+1,093
1481
$132K ﹤0.01%
2,796
-356
1482
$132K ﹤0.01%
14,645
-3,697
1483
$132K ﹤0.01%
1,648
+1,346
1484
$132K ﹤0.01%
3,856
+933
1485
$131K ﹤0.01%
1,173
+28
1486
$131K ﹤0.01%
914
+12
1487
$131K ﹤0.01%
3,111
-2,021
1488
$131K ﹤0.01%
8,160
+854
1489
$131K ﹤0.01%
3,429
-226
1490
$131K ﹤0.01%
5,926
1491
$131K ﹤0.01%
7,995
1492
$130K ﹤0.01%
1,654
-2,226
1493
$130K ﹤0.01%
4,782
+2,064
1494
$129K ﹤0.01%
2,029
+198
1495
$129K ﹤0.01%
4,636
-831
1496
$129K ﹤0.01%
7,700
1497
$129K ﹤0.01%
2,023
-59
1498
$129K ﹤0.01%
1,009
1499
$128K ﹤0.01%
1,901
+877
1500
$128K ﹤0.01%
6,283
-9,403
58 59
60
61 62