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
1626
$100K ﹤0.01%
687
-35
1627
$100K ﹤0.01%
2,206
-22
1628
$100K ﹤0.01%
4,604
+1,052
1629
$100K ﹤0.01%
504
+87
1630
$100K ﹤0.01%
1,899
-118
1631
$99K ﹤0.01%
637
+77
1632
$99K ﹤0.01%
1,993
+1,841
1633
$99K ﹤0.01%
7,657
-7,304
1634
$99K ﹤0.01%
3,693
-2,614
1635
$99K ﹤0.01%
1,068
-24
1636
$98K ﹤0.01%
4,204
+812
1637
$98K ﹤0.01%
597
+289
1638
$98K ﹤0.01%
3,495
+1,021
1639
$98K ﹤0.01%
2,463
+348
1640
$97K ﹤0.01%
986
-88
1641
$97K ﹤0.01%
6,239
+51
1642
$97K ﹤0.01%
2,597
-116
1643
$97K ﹤0.01%
1,986
+313
1644
$97K ﹤0.01%
8,728
-166
1645
$96K ﹤0.01%
660
-94
1646
$96K ﹤0.01%
2,411
+67
1647
$96K ﹤0.01%
4,620
-139
1648
$96K ﹤0.01%
5,122
+5,000
1649
$96K ﹤0.01%
2,505
+5
1650
$96K ﹤0.01%
2,761
+1,530
64 65
66
67 68