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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
2651
$16K ﹤0.01%
1,013
+38
2652
$16K ﹤0.01%
708
+100
2653
$16K ﹤0.01%
150
2654
$16K ﹤0.01%
565
+219
2655
$16K ﹤0.01%
482
+107
2656
$16K ﹤0.01%
693
-7
2657
$16K ﹤0.01%
1,283
+721
2658
$16K ﹤0.01%
1,150
+1,000
2659
$16K ﹤0.01%
230
-33
2660
$16K ﹤0.01%
475
2661
$16K ﹤0.01%
+345
2662
$16K ﹤0.01%
314
+83
2663
$16K ﹤0.01%
565
+292
2664
$16K ﹤0.01%
917
+761
2665
$16K ﹤0.01%
380
+1
2666
$16K ﹤0.01%
222
-16
2667
$16K ﹤0.01%
408
2668
$16K ﹤0.01%
300
2669
$16K ﹤0.01%
258
+11
2670
$16K ﹤0.01%
328
-158
2671
$16K ﹤0.01%
1,000
2672
$15K ﹤0.01%
406
+52
2673
$15K ﹤0.01%
497
+44
2674
$15K ﹤0.01%
121
+18
2675
$15K ﹤0.01%
1,257
+1,247
105 106
107
108 109