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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
2526
$20K ﹤0.01%
483
+119
2527
$20K ﹤0.01%
105
+8
2528
$20K ﹤0.01%
651
-438
2529
$19K ﹤0.01%
511
-65
2530
$19K ﹤0.01%
472
+35
2531
$19K ﹤0.01%
2,178
-2,503
2532
$19K ﹤0.01%
302
+4
2533
$19K ﹤0.01%
1,844
+1,096
2534
$19K ﹤0.01%
1,949
-55
2535
$19K ﹤0.01%
318
-3
2536
$19K ﹤0.01%
655
2537
$19K ﹤0.01%
716
-29
2538
$19K ﹤0.01%
442
+322
2539
$19K ﹤0.01%
606
+237
2540
$19K ﹤0.01%
161
2541
$19K ﹤0.01%
1,770
-55
2542
$19K ﹤0.01%
1,212
-542
2543
$19K ﹤0.01%
1,557
+1,092
2544
$19K ﹤0.01%
411
2545
$19K ﹤0.01%
229
2546
$19K ﹤0.01%
1,169
+13
2547
$19K ﹤0.01%
1,297
+499
2548
$19K ﹤0.01%
315
-87
2549
$19K ﹤0.01%
2,530
+844
2550
$19K ﹤0.01%
730
+53
100 101
102
103 104