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
1676
$93K ﹤0.01%
13,149
-1,029
1677
$93K ﹤0.01%
5,076
-556
1678
$93K ﹤0.01%
11,717
+476
1679
$92K ﹤0.01%
1,484
+87
1680
$92K ﹤0.01%
5,236
-2,791
1681
$92K ﹤0.01%
1,456
-96,916
1682
$92K ﹤0.01%
1,393
+224
1683
$92K ﹤0.01%
7,470
+2,488
1684
$92K ﹤0.01%
5,341
-46
1685
$92K ﹤0.01%
9,063
+7,001
1686
$92K ﹤0.01%
3,891
+1,336
1687
$92K ﹤0.01%
3,398
-92
1688
$92K ﹤0.01%
2,828
+957
1689
$91K ﹤0.01%
1,620
+316
1690
$91K ﹤0.01%
1,155
-94
1691
$91K ﹤0.01%
923
-317
1692
$91K ﹤0.01%
3,588
-558
1693
$91K ﹤0.01%
1,870
1694
$90K ﹤0.01%
9,872
+1,636
1695
$90K ﹤0.01%
462
-19
1696
$90K ﹤0.01%
1,468
+171
1697
$90K ﹤0.01%
15,300
1698
$90K ﹤0.01%
1,921
1699
$90K ﹤0.01%
6,207
-4,098
1700
$90K ﹤0.01%
+8,720
66 67
68
69 70