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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
2626
$17K ﹤0.01%
177
2627
$17K ﹤0.01%
489
-112
2628
$17K ﹤0.01%
859
2629
$17K ﹤0.01%
+1,160
2630
$17K ﹤0.01%
818
+710
2631
$17K ﹤0.01%
292
+20
2632
$17K ﹤0.01%
241
+30
2633
$17K ﹤0.01%
350
+200
2634
$16K ﹤0.01%
491
+3
2635
$16K ﹤0.01%
2,054
+276
2636
$16K ﹤0.01%
462
-191
2637
$16K ﹤0.01%
557
-63
2638
$16K ﹤0.01%
477
2639
$16K ﹤0.01%
991
+5
2640
$16K ﹤0.01%
2,100
+422
2641
$16K ﹤0.01%
1,419
-518
2642
$16K ﹤0.01%
998
+123
2643
$16K ﹤0.01%
209
-70
2644
$16K ﹤0.01%
1,192
+300
2645
$16K ﹤0.01%
1,321
-186
2646
$16K ﹤0.01%
356
+218
2647
$16K ﹤0.01%
429
+64
2648
$16K ﹤0.01%
2,339
+52
2649
$16K ﹤0.01%
826
+323
2650
$16K ﹤0.01%
866
+227
104 105
106
107 108