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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
2176
$41K ﹤0.01%
1,413
+547
2177
$41K ﹤0.01%
4,001
-108
2178
$41K ﹤0.01%
8,008
-7,666
2179
$41K ﹤0.01%
2,128
+183
2180
$41K ﹤0.01%
1,441
2181
$41K ﹤0.01%
1,748
-742
2182
$41K ﹤0.01%
1,107
+180
2183
$41K ﹤0.01%
599
-256
2184
$41K ﹤0.01%
451
-238
2185
$41K ﹤0.01%
1,604
-622
2186
$41K ﹤0.01%
481
+96
2187
$40K ﹤0.01%
728
+393
2188
$40K ﹤0.01%
805
+15
2189
$40K ﹤0.01%
531
+367
2190
$40K ﹤0.01%
656
-106
2191
$40K ﹤0.01%
945
2192
$40K ﹤0.01%
2,929
+2,589
2193
$40K ﹤0.01%
348
+3
2194
$40K ﹤0.01%
2,327
+1,360
2195
$40K ﹤0.01%
1,964
+307
2196
$40K ﹤0.01%
1,164
-26
2197
$40K ﹤0.01%
3,848
2198
$40K ﹤0.01%
3,617
-4,247
2199
$40K ﹤0.01%
1,972
+19
2200
$40K ﹤0.01%
1,346
-8,453
86 87
88
89 90