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
1651
$96K ﹤0.01%
1,825
+339
1652
$96K ﹤0.01%
1,416
1653
$95K ﹤0.01%
908
+250
1654
$95K ﹤0.01%
1,549
+2
1655
$95K ﹤0.01%
12,572
+723
1656
$95K ﹤0.01%
1,053
+137
1657
$95K ﹤0.01%
+3,181
1658
$95K ﹤0.01%
654
-2
1659
$95K ﹤0.01%
1,443
+480
1660
$94K ﹤0.01%
2,622
+408
1661
$94K ﹤0.01%
4,798
-105
1662
$94K ﹤0.01%
1,063
+573
1663
$94K ﹤0.01%
2,556
1664
$94K ﹤0.01%
17,330
-8,635
1665
$94K ﹤0.01%
12,324
-319
1666
$93K ﹤0.01%
9,800
-655
1667
$93K ﹤0.01%
1,099
+335
1668
$93K ﹤0.01%
8,784
-682
1669
$93K ﹤0.01%
9,805
-3,062
1670
$93K ﹤0.01%
2,294
-234
1671
$93K ﹤0.01%
6,070
+9
1672
$93K ﹤0.01%
4,034
-882
1673
$93K ﹤0.01%
4,390
1674
$93K ﹤0.01%
897
+15
1675
$93K ﹤0.01%
6,924
65 66
67
68 69