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
1726
$85K ﹤0.01%
7,121
+160
1727
$85K ﹤0.01%
3,460
+1,225
1728
$85K ﹤0.01%
837
+463
1729
$85K ﹤0.01%
2,548
+250
1730
$85K ﹤0.01%
13,238
+3,950
1731
$84K ﹤0.01%
2,539
-111
1732
$84K ﹤0.01%
2,757
+162
1733
$84K ﹤0.01%
766
+2
1734
$84K ﹤0.01%
4,141
+1,166
1735
$84K ﹤0.01%
1,095
+554
1736
$84K ﹤0.01%
648
+314
1737
$84K ﹤0.01%
1,197
+300
1738
$84K ﹤0.01%
2,158
+70
1739
$83K ﹤0.01%
3,661
+1,640
1740
$83K ﹤0.01%
2,937
-600
1741
$83K ﹤0.01%
8,488
+3,219
1742
$83K ﹤0.01%
486
-32
1743
$83K ﹤0.01%
1,626
+533
1744
$83K ﹤0.01%
20,565
+2,010
1745
$83K ﹤0.01%
9,212
-3,192
1746
$83K ﹤0.01%
1,833
+952
1747
$83K ﹤0.01%
5,018
+4,680
1748
$82K ﹤0.01%
1,353
+186
1749
$82K ﹤0.01%
3,251
+1,450
1750
$82K ﹤0.01%
2,256
-147
68 69
70
71 72