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
1526
$122K ﹤0.01%
5,277
-1,974
1527
$122K ﹤0.01%
622
-24
1528
$122K ﹤0.01%
25,769
-1
1529
$121K ﹤0.01%
1,992
-120
1530
$121K ﹤0.01%
3,690
+680
1531
$121K ﹤0.01%
1,403
-994
1532
$120K ﹤0.01%
3,898
+34
1533
$120K ﹤0.01%
+3,800
1534
$119K ﹤0.01%
2,014
+1,197
1535
$119K ﹤0.01%
8,000
-1,609
1536
$119K ﹤0.01%
2,662
-32
1537
$119K ﹤0.01%
2,023
-31
1538
$119K ﹤0.01%
3,490
+483
1539
$119K ﹤0.01%
1,279
+5
1540
$118K ﹤0.01%
286
+25
1541
$118K ﹤0.01%
1,149
-37
1542
$117K ﹤0.01%
2,715
-356
1543
$117K ﹤0.01%
992
-98
1544
$117K ﹤0.01%
2,344
-35
1545
$116K ﹤0.01%
461
+176
1546
$116K ﹤0.01%
1,114
-15
1547
$116K ﹤0.01%
3,361
+650
1548
$115K ﹤0.01%
1,467
-105
1549
$115K ﹤0.01%
1,301
+118
1550
$115K ﹤0.01%
+2,165
60 61
62
63 64