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
1876
$68K ﹤0.01%
4,474
+198
1877
$68K ﹤0.01%
1,279
1878
$68K ﹤0.01%
8,306
-798
1879
$68K ﹤0.01%
372
+2
1880
$67K ﹤0.01%
2,474
+649
1881
$67K ﹤0.01%
3,538
1882
$67K ﹤0.01%
2,088
-260
1883
$67K ﹤0.01%
2,003
-1,630
1884
$67K ﹤0.01%
3,565
+365
1885
$67K ﹤0.01%
284
+85
1886
$67K ﹤0.01%
11,265
+252
1887
$67K ﹤0.01%
+2,375
1888
$67K ﹤0.01%
4,737
+3,000
1889
$67K ﹤0.01%
1,676
+476
1890
$67K ﹤0.01%
576
+116
1891
$67K ﹤0.01%
906
+302
1892
$66K ﹤0.01%
817
-560
1893
$66K ﹤0.01%
3,520
-50
1894
$66K ﹤0.01%
1,539
-7
1895
$66K ﹤0.01%
2,674
+42
1896
$66K ﹤0.01%
2,447
+156
1897
$66K ﹤0.01%
1,101
-70
1898
$66K ﹤0.01%
5,963
1899
$66K ﹤0.01%
2,078
-302
1900
$66K ﹤0.01%
2,292
+304
74 75
76
77 78