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
1901
$66K ﹤0.01%
2,233
-2,157
1902
$66K ﹤0.01%
684
+1
1903
$65K ﹤0.01%
5,383
+1,220
1904
$65K ﹤0.01%
7,529
1905
$65K ﹤0.01%
+768
1906
$65K ﹤0.01%
1,812
+676
1907
$65K ﹤0.01%
1,378
-229
1908
$65K ﹤0.01%
1,959
+640
1909
$65K ﹤0.01%
1,920
-9
1910
$64K ﹤0.01%
3,288
+214
1911
$64K ﹤0.01%
422
+329
1912
$64K ﹤0.01%
12,552
1913
$64K ﹤0.01%
2,464
1914
$64K ﹤0.01%
1,948
+72
1915
$64K ﹤0.01%
3,713
1916
$64K ﹤0.01%
1,959
+9
1917
$64K ﹤0.01%
1,379
1918
$64K ﹤0.01%
978
-168
1919
$64K ﹤0.01%
1,302
+32
1920
$64K ﹤0.01%
7,026
-5,551
1921
$64K ﹤0.01%
4,063
1922
$63K ﹤0.01%
15,302
+14,172
1923
$63K ﹤0.01%
3,891
+2,184
1924
$63K ﹤0.01%
2,206
1925
$63K ﹤0.01%
2,022
-298
75 76
77
78 79