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
2326
$33K ﹤0.01%
+1,383
2327
$33K ﹤0.01%
1,267
-271
2328
$33K ﹤0.01%
2,061
-1,249
2329
$33K ﹤0.01%
+778
2330
$33K ﹤0.01%
756
+1
2331
$33K ﹤0.01%
2,139
-703
2332
$33K ﹤0.01%
589
2333
$33K ﹤0.01%
881
-3
2334
$33K ﹤0.01%
418
-8
2335
$33K ﹤0.01%
2,227
+140
2336
$33K ﹤0.01%
741
+5
2337
$33K ﹤0.01%
730
-3
2338
$33K ﹤0.01%
335
+64
2339
$33K ﹤0.01%
980
-4,203
2340
$33K ﹤0.01%
6,445
+923
2341
$33K ﹤0.01%
228
2342
$33K ﹤0.01%
1,934
-35
2343
$33K ﹤0.01%
2,065
2344
$33K ﹤0.01%
200
2345
$33K ﹤0.01%
1,169
+422
2346
$33K ﹤0.01%
1,021
+98
2347
$33K ﹤0.01%
1,068
+204
2348
$33K ﹤0.01%
263
-16
2349
$33K ﹤0.01%
400
2350
$33K ﹤0.01%
572
+123
92 93
94
95 96