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
2451
$28K ﹤0.01%
1,010
+10
2452
$28K ﹤0.01%
2,962
2453
$28K ﹤0.01%
2,959
+2,734
2454
$28K ﹤0.01%
1,088
-379
2455
$28K ﹤0.01%
2,023
-247
2456
$28K ﹤0.01%
523
+477
2457
$28K ﹤0.01%
245
2458
$28K ﹤0.01%
117
-19
2459
$28K ﹤0.01%
682
+22
2460
$28K ﹤0.01%
4,553
-1,113
2461
$27K ﹤0.01%
4,447
+3,966
2462
$27K ﹤0.01%
1,562
+1,069
2463
$27K ﹤0.01%
1,805
2464
$27K ﹤0.01%
680
2465
$27K ﹤0.01%
+781
2466
$27K ﹤0.01%
531
+115
2467
$27K ﹤0.01%
424
-4
2468
$27K ﹤0.01%
256
+12
2469
$27K ﹤0.01%
438
2470
$27K ﹤0.01%
898
+561
2471
$27K ﹤0.01%
365
+283
2472
$27K ﹤0.01%
2,013
+459
2473
$27K ﹤0.01%
1,638
2474
$27K ﹤0.01%
527
-82
2475
$27K ﹤0.01%
266
+3
97 98
99
100 101