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
1576
$110K ﹤0.01%
5,770
-1,160
1577
$109K ﹤0.01%
23,912
-726
1578
$109K ﹤0.01%
2,913
-36
1579
$109K ﹤0.01%
274
-169
1580
$109K ﹤0.01%
13,649
-462
1581
$107K ﹤0.01%
1,384
+511
1582
$106K ﹤0.01%
625
-112
1583
$106K ﹤0.01%
2,497
-11
1584
$106K ﹤0.01%
4,982
+1,813
1585
$106K ﹤0.01%
1,123
+113
1586
$106K ﹤0.01%
10,209
+6,475
1587
$106K ﹤0.01%
5,976
-509
1588
$105K ﹤0.01%
786
+344
1589
$105K ﹤0.01%
5,921
-363
1590
$105K ﹤0.01%
10,796
+10,786
1591
$105K ﹤0.01%
2,666
+2
1592
$105K ﹤0.01%
7,880
-1,100
1593
$105K ﹤0.01%
2,302
-10
1594
$105K ﹤0.01%
27,861
+5,591
1595
$105K ﹤0.01%
2,183
+655
1596
$105K ﹤0.01%
2,936
+436
1597
$104K ﹤0.01%
4,408
+936
1598
$104K ﹤0.01%
5,120
+86
1599
$104K ﹤0.01%
1,384
+1,046
1600
$104K ﹤0.01%
4,728
-83
62 63
64
65 66