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
2276
$36K ﹤0.01%
1,439
+44
2277
$36K ﹤0.01%
2,765
+185
2278
$36K ﹤0.01%
4,313
+2,835
2279
$36K ﹤0.01%
283
+3
2280
$36K ﹤0.01%
291
+10
2281
$36K ﹤0.01%
533
-412
2282
$36K ﹤0.01%
926
+204
2283
$36K ﹤0.01%
533
-4
2284
$36K ﹤0.01%
342
2285
$36K ﹤0.01%
584
2286
$36K ﹤0.01%
1,131
-281
2287
$36K ﹤0.01%
1,180
-30
2288
$36K ﹤0.01%
261
+16
2289
$36K ﹤0.01%
4,258
+188
2290
$36K ﹤0.01%
1,066
2291
$35K ﹤0.01%
944
+58
2292
$35K ﹤0.01%
3,115
2293
$35K ﹤0.01%
2,441
+267
2294
$35K ﹤0.01%
844
+6
2295
$35K ﹤0.01%
649
2296
$35K ﹤0.01%
650
2297
$35K ﹤0.01%
938
-128
2298
$35K ﹤0.01%
2,260
2299
$35K ﹤0.01%
412
2300
$35K ﹤0.01%
959
-115
90 91
92
93 94