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
2251
$37K ﹤0.01%
515
+105
2252
$37K ﹤0.01%
580
-26
2253
$37K ﹤0.01%
1,319
+77
2254
$37K ﹤0.01%
1,123
+376
2255
$37K ﹤0.01%
809
+709
2256
$37K ﹤0.01%
3,133
-444
2257
$37K ﹤0.01%
206
+11
2258
$37K ﹤0.01%
776
+3
2259
$37K ﹤0.01%
1,207
-4
2260
$37K ﹤0.01%
4,131
-2,690
2261
$37K ﹤0.01%
6,658
-2,030
2262
$37K ﹤0.01%
1,789
+265
2263
$37K ﹤0.01%
351
-39
2264
$37K ﹤0.01%
244
-1
2265
$37K ﹤0.01%
1,559
-339
2266
$37K ﹤0.01%
5,746
-207
2267
$37K ﹤0.01%
2,226
-196
2268
$36K ﹤0.01%
9,750
2269
$36K ﹤0.01%
351
+3
2270
$36K ﹤0.01%
911
+681
2271
$36K ﹤0.01%
289
-46
2272
$36K ﹤0.01%
2,100
2273
$36K ﹤0.01%
1,373
2274
$36K ﹤0.01%
4,689
-493
2275
$36K ﹤0.01%
1,713
+624
89 90
91
92 93