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
1801
$76K ﹤0.01%
2,323
+156
1802
$76K ﹤0.01%
2,990
+757
1803
$76K ﹤0.01%
965
+17
1804
$76K ﹤0.01%
1,302
+136
1805
$76K ﹤0.01%
812
-44
1806
$76K ﹤0.01%
+1,576
1807
$75K ﹤0.01%
2,647
+506
1808
$75K ﹤0.01%
1,205
-146
1809
$75K ﹤0.01%
1,967
+857
1810
$75K ﹤0.01%
761
+9
1811
$75K ﹤0.01%
5,832
+887
1812
$75K ﹤0.01%
1,311
+725
1813
$75K ﹤0.01%
7,097
+2,985
1814
$75K ﹤0.01%
412
+63
1815
$75K ﹤0.01%
4,407
+300
1816
$75K ﹤0.01%
193
+140
1817
$75K ﹤0.01%
2,744
+23
1818
$74K ﹤0.01%
1,039
+121
1819
$74K ﹤0.01%
2,974
-74
1820
$74K ﹤0.01%
2,789
+852
1821
$74K ﹤0.01%
2,955
+2,950
1822
$74K ﹤0.01%
758
+140
1823
$74K ﹤0.01%
3,479
+3
1824
$74K ﹤0.01%
1,118
+16
1825
$74K ﹤0.01%
2,025
+1,557
71 72
73
74 75