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
2026
$52K ﹤0.01%
1,769
+1
2027
$52K ﹤0.01%
2,327
2028
$52K ﹤0.01%
783
+259
2029
$52K ﹤0.01%
2,005
2030
$52K ﹤0.01%
4,877
+3,248
2031
$51K ﹤0.01%
716
2032
$51K ﹤0.01%
2,772
+563
2033
$51K ﹤0.01%
2,086
+1,786
2034
$51K ﹤0.01%
644
+309
2035
$51K ﹤0.01%
1,744
-563
2036
$51K ﹤0.01%
2,391
2037
$51K ﹤0.01%
2,292
+2,010
2038
$51K ﹤0.01%
5,028
-502
2039
$51K ﹤0.01%
1,258
-12
2040
$51K ﹤0.01%
522
+118
2041
$51K ﹤0.01%
921
2042
$51K ﹤0.01%
7,555
+1,794
2043
$51K ﹤0.01%
1,465
+145
2044
$51K ﹤0.01%
10,870
+1,536
2045
$51K ﹤0.01%
827
+128
2046
$51K ﹤0.01%
509
+58
2047
$51K ﹤0.01%
1,172
+168
2048
$51K ﹤0.01%
858
-23
2049
$50K ﹤0.01%
5,625
2050
$50K ﹤0.01%
7,287
+1,329
80 81
82
83 84