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
2301
$35K ﹤0.01%
1,567
+26
2302
$35K ﹤0.01%
1,084
+27
2303
$35K ﹤0.01%
3,802
+693
2304
$35K ﹤0.01%
459
-45
2305
$35K ﹤0.01%
930
+583
2306
$35K ﹤0.01%
1,172
2307
$34K ﹤0.01%
571
-28
2308
$34K ﹤0.01%
540
-70
2309
$34K ﹤0.01%
1,261
2310
$34K ﹤0.01%
4,810
+413
2311
$34K ﹤0.01%
1,719
2312
$34K ﹤0.01%
581
+35
2313
$34K ﹤0.01%
309
-27
2314
$34K ﹤0.01%
3,111
-218
2315
$34K ﹤0.01%
375
-50
2316
$34K ﹤0.01%
7,378
+5,750
2317
$34K ﹤0.01%
1,490
+88
2318
$34K ﹤0.01%
453
-26
2319
$34K ﹤0.01%
1,130
2320
$34K ﹤0.01%
786
-232
2321
$34K ﹤0.01%
3,196
2322
$34K ﹤0.01%
1,158
+279
2323
$33K ﹤0.01%
465
-2
2324
$33K ﹤0.01%
524
+144
2325
$33K ﹤0.01%
1,115
91 92
93
94 95