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
2351
$33K ﹤0.01%
2,666
-710
2352
$33K ﹤0.01%
997
+405
2353
$32K ﹤0.01%
757
+683
2354
$32K ﹤0.01%
1,389
2355
$32K ﹤0.01%
1,393
2356
$32K ﹤0.01%
2,237
-583
2357
$32K ﹤0.01%
190
-4
2358
$32K ﹤0.01%
239
-2
2359
$32K ﹤0.01%
2,058
+910
2360
$32K ﹤0.01%
3,915
+499
2361
$32K ﹤0.01%
921
+41
2362
$32K ﹤0.01%
1,199
+708
2363
$32K ﹤0.01%
2,314
+626
2364
$32K ﹤0.01%
493
-3,400
2365
$32K ﹤0.01%
6,627
+6,260
2366
$32K ﹤0.01%
509
+103
2367
$32K ﹤0.01%
2,410
2368
$31K ﹤0.01%
5,731
-162,198
2369
$31K ﹤0.01%
996
+156
2370
$31K ﹤0.01%
641
+492
2371
$31K ﹤0.01%
431
-6
2372
$31K ﹤0.01%
1,564
-600
2373
$31K ﹤0.01%
1,850
-730
2374
$31K ﹤0.01%
958
+4
2375
$31K ﹤0.01%
720
93 94
95
96 97