Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
4,680
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
1776
$79K ﹤0.01%
501
+48
1777
$79K ﹤0.01%
1,189
-120
1778
$78K ﹤0.01%
70
-35
1779
$78K ﹤0.01%
3,212
-506
1780
$78K ﹤0.01%
1,287
-267
1781
$78K ﹤0.01%
1,693
+109
1782
$78K ﹤0.01%
1,399
-597
1783
$78K ﹤0.01%
1,127
+163
1784
$78K ﹤0.01%
1,909
+9
1785
$78K ﹤0.01%
2,808
+1,709
1786
$78K ﹤0.01%
733
-22
1787
$78K ﹤0.01%
22,725
+1,095
1788
$78K ﹤0.01%
12,400
-21
1789
$78K ﹤0.01%
1,016
-22
1790
$78K ﹤0.01%
1,349
+367
1791
$77K ﹤0.01%
532
+133
1792
$77K ﹤0.01%
1,982
-22
1793
$77K ﹤0.01%
3,611
+1,642
1794
$77K ﹤0.01%
6,663
+4,711
1795
$77K ﹤0.01%
5,632
+1,925
1796
$77K ﹤0.01%
4,125
+167
1797
$77K ﹤0.01%
378
1798
$77K ﹤0.01%
576
+123
1799
$76K ﹤0.01%
2,203
+109
1800
$76K ﹤0.01%
5,942
-424
70 71
72
73 74