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
1851
$72K ﹤0.01%
527
1852
$71K ﹤0.01%
2,272
+59
1853
$71K ﹤0.01%
649
1854
$71K ﹤0.01%
2,906
+1,060
1855
$71K ﹤0.01%
1,280
+1
1856
$71K ﹤0.01%
2,248
+1,129
1857
$71K ﹤0.01%
497
+48
1858
$71K ﹤0.01%
784
1859
$70K ﹤0.01%
2,597
+1,225
1860
$70K ﹤0.01%
1,546
-251
1861
$70K ﹤0.01%
550
1862
$70K ﹤0.01%
2,224
+126
1863
$70K ﹤0.01%
2,129
+774
1864
$70K ﹤0.01%
5,415
+5,156
1865
$70K ﹤0.01%
1,194
+139
1866
$70K ﹤0.01%
2,019
+1,609
1867
$70K ﹤0.01%
7,488
+6,726
1868
$70K ﹤0.01%
2,818
1869
$70K ﹤0.01%
948
+619
1870
$69K ﹤0.01%
1,268
-201
1871
$69K ﹤0.01%
3,336
+537
1872
$69K ﹤0.01%
3,968
-2,513
1873
$68K ﹤0.01%
1,629
+55
1874
$68K ﹤0.01%
2,364
+2,228
1875
$68K ﹤0.01%
783
73 74
75
76 77