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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
4,680
New
Increased
Reduced
Closed

Top Buys

1
+$206M
2
+$164M
3
+$111M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$99.8M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$84.6M

Top Sells

1
+$179M
2
+$140M
3
+$121M
4
IYW icon
iShares US Technology ETF
IYW
+$103M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$79.9M

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
2376
$31K ﹤0.01%
641
+492
2377
$31K ﹤0.01%
1,564
-600
2378
$31K ﹤0.01%
1,850
-730
2379
$31K ﹤0.01%
958
+4
2380
$31K ﹤0.01%
720
2381
$31K ﹤0.01%
2,955
-993
2382
$31K ﹤0.01%
6,593
+717
2383
$31K ﹤0.01%
564
2384
$31K ﹤0.01%
373
-177
2385
$31K ﹤0.01%
1,472
+1,060
2386
$31K ﹤0.01%
1,841
+58
2387
$31K ﹤0.01%
3,180
-77
2388
$31K ﹤0.01%
700
+65
2389
$31K ﹤0.01%
1,320
2390
$31K ﹤0.01%
1,905
+263
2391
$31K ﹤0.01%
7,205
+2,732
2392
$31K ﹤0.01%
2,892
+988
2393
$31K ﹤0.01%
1,012
2394
$30K ﹤0.01%
2,709
+23
2395
$30K ﹤0.01%
553
+384
2396
$30K ﹤0.01%
290
+66
2397
$30K ﹤0.01%
804
+64
2398
$30K ﹤0.01%
2,670
-14
2399
$30K ﹤0.01%
2,131
+10
2400
$30K ﹤0.01%
567
+85
94 95
96
97 98