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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
$14.8B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,501
New
Increased
Reduced
Closed

Top Buys

1
+$430M
2
+$224M
3
+$142M
4
MBB icon
iShares MBS ETF
MBB
+$110M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$93.6M

Top Sells

1
+$394M
2
+$218M
3
+$121M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$87.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$82.7M

Sector Composition

1 Technology 6.12%
2 Healthcare 4.22%
3 Financials 3.9%
4 Industrials 2.68%
5 Consumer Discretionary 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$21K ﹤0.01%
236
+34
2477
$21K ﹤0.01%
410
2478
$21K ﹤0.01%
618
+588
2479
$21K ﹤0.01%
1,218
2480
$21K ﹤0.01%
464
+1
2481
$21K ﹤0.01%
682
-172
2482
$21K ﹤0.01%
1,053
+147
2483
$21K ﹤0.01%
450
2484
$21K ﹤0.01%
1,063
+565
2485
$21K ﹤0.01%
591
+91
2486
$21K ﹤0.01%
344
-111
2487
$21K ﹤0.01%
+283
2488
$21K ﹤0.01%
579
-103
2489
$20K ﹤0.01%
622
2490
$20K ﹤0.01%
573
-9
2491
$20K ﹤0.01%
1,402
-514
2492
$20K ﹤0.01%
3,000
2493
$20K ﹤0.01%
478
-1,329
2494
$20K ﹤0.01%
3,825
2495
$20K ﹤0.01%
2,796
2496
$20K ﹤0.01%
2,211
+78
2497
$20K ﹤0.01%
1,000
2498
$20K ﹤0.01%
2,038
-1,736
2499
$20K ﹤0.01%
298
-7
2500
$20K ﹤0.01%
1,133
+305
98 99
100
101 102