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
1551
$115K ﹤0.01%
1,538
+216
1552
$115K ﹤0.01%
11,592
-1,688
1553
$115K ﹤0.01%
2,139
+143
1554
$114K ﹤0.01%
4,643
-2,715
1555
$114K ﹤0.01%
+2,310
1556
$114K ﹤0.01%
3,014
+2,162
1557
$113K ﹤0.01%
9,832
+2
1558
$113K ﹤0.01%
2,324
+149
1559
$113K ﹤0.01%
1,208
-148
1560
$113K ﹤0.01%
961
+787
1561
$113K ﹤0.01%
6,979
+2,904
1562
$113K ﹤0.01%
4,648
1563
$112K ﹤0.01%
1,268
+41
1564
$112K ﹤0.01%
3,848
-33
1565
$112K ﹤0.01%
1,378
+2
1566
$112K ﹤0.01%
2,600
+49
1567
$112K ﹤0.01%
1,138
-13
1568
$111K ﹤0.01%
1,837
+1,025
1569
$111K ﹤0.01%
12,250
-1,128
1570
$111K ﹤0.01%
6,435
+5
1571
$111K ﹤0.01%
2,692
+1,455
1572
$111K ﹤0.01%
1,298
-53
1573
$110K ﹤0.01%
1,628
+1,178
1574
$110K ﹤0.01%
2,193
-973
1575
$110K ﹤0.01%
1,102
+726
61 62
63
64 65