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
2001
$55K ﹤0.01%
1,222
+611
2002
$55K ﹤0.01%
2,811
-391
2003
$54K ﹤0.01%
3,546
+89
2004
$54K ﹤0.01%
2,500
2005
$54K ﹤0.01%
1,148
-68
2006
$54K ﹤0.01%
5,370
+1,813
2007
$54K ﹤0.01%
952
2008
$54K ﹤0.01%
1,774
-2,246
2009
$54K ﹤0.01%
1,309
2010
$54K ﹤0.01%
14,360
+775
2011
$54K ﹤0.01%
2,471
+111
2012
$54K ﹤0.01%
37,212
2013
$54K ﹤0.01%
1,291
+511
2014
$53K ﹤0.01%
7,003
-1,303
2015
$53K ﹤0.01%
4,813
+6
2016
$53K ﹤0.01%
666
+76
2017
$53K ﹤0.01%
10,822
+2,571
2018
$53K ﹤0.01%
680
-9
2019
$53K ﹤0.01%
2,036
-23,905
2020
$53K ﹤0.01%
965
2021
$52K ﹤0.01%
4,000
-3,511
2022
$52K ﹤0.01%
3,777
+92
2023
$52K ﹤0.01%
6,043
2024
$52K ﹤0.01%
667
+30
2025
$52K ﹤0.01%
4,216
+87
79 80
81
82 83