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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
+$206M
2
+$164M
3
+$111M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$99.8M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$84.6M

Top Sells

1
+$179M
2
+$140M
3
+$121M
4
IYW icon
iShares US Technology ETF
IYW
+$103M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$79.9M

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
1976
$57K ﹤0.01%
8,096
-251,449
1977
$57K ﹤0.01%
711
1978
$57K ﹤0.01%
287
-21
1979
$57K ﹤0.01%
1,954
+358
1980
$57K ﹤0.01%
913
-9,874
1981
$57K ﹤0.01%
2,782
+396
1982
$57K ﹤0.01%
5,172
-827
1983
$57K ﹤0.01%
4,334
-4,271
1984
$57K ﹤0.01%
765
+277
1985
$56K ﹤0.01%
690
-37
1986
$56K ﹤0.01%
2,074
-14
1987
$56K ﹤0.01%
280
+50
1988
$56K ﹤0.01%
1,019
-122
1989
$56K ﹤0.01%
2,264
+6
1990
$56K ﹤0.01%
370
-78
1991
$56K ﹤0.01%
2,072
+27
1992
$56K ﹤0.01%
1,943
+291
1993
$56K ﹤0.01%
3,048
+208
1994
$55K ﹤0.01%
+2,053
1995
$55K ﹤0.01%
1,222
+611
1996
$55K ﹤0.01%
2,829
-16
1997
$55K ﹤0.01%
1,398
+641
1998
$55K ﹤0.01%
9,122
+561
1999
$55K ﹤0.01%
793
+37
2000
$55K ﹤0.01%
5,336
+748
78 79
80
81 82