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
1951
$60K ﹤0.01%
1,447
+348
1952
$60K ﹤0.01%
1,140
+41
1953
$60K ﹤0.01%
1,745
-467
1954
$60K ﹤0.01%
9,863
+11
1955
$60K ﹤0.01%
10
+1
1956
$60K ﹤0.01%
3,673
-966
1957
$60K ﹤0.01%
6,780
+123
1958
$60K ﹤0.01%
1,319
1959
$59K ﹤0.01%
5,409
+1,826
1960
$59K ﹤0.01%
3,166
+1,183
1961
$59K ﹤0.01%
903
+49
1962
$59K ﹤0.01%
15,087
-1,322
1963
$59K ﹤0.01%
457
+78
1964
$59K ﹤0.01%
1,009
+38
1965
$59K ﹤0.01%
3,620
+3,165
1966
$58K ﹤0.01%
467
+131
1967
$58K ﹤0.01%
7,413
1968
$58K ﹤0.01%
1,223
+90
1969
$58K ﹤0.01%
4,644
+971
1970
$58K ﹤0.01%
197
1971
$58K ﹤0.01%
1,317
+911
1972
$58K ﹤0.01%
3,981
+159
1973
$58K ﹤0.01%
1,475
+84
1974
$57K ﹤0.01%
1,954
+358
1975
$57K ﹤0.01%
913
-9,874
77 78
79
80 81