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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
2676
$15K ﹤0.01%
+436
2677
$15K ﹤0.01%
2,231
-575
2678
$15K ﹤0.01%
317
+29
2679
$15K ﹤0.01%
353
2680
$15K ﹤0.01%
1,101
+617
2681
$15K ﹤0.01%
274
+206
2682
$15K ﹤0.01%
1,181
-263
2683
$15K ﹤0.01%
455
+4
2684
$15K ﹤0.01%
639
+300
2685
$15K ﹤0.01%
376
-1,067
2686
$15K ﹤0.01%
249
+191
2687
$15K ﹤0.01%
622
+360
2688
$15K ﹤0.01%
1,831
2689
$15K ﹤0.01%
518
+341
2690
$15K ﹤0.01%
+676
2691
$15K ﹤0.01%
1,513
+231
2692
$15K ﹤0.01%
197
2693
$15K ﹤0.01%
2,834
2694
$15K ﹤0.01%
197
+4
2695
$15K ﹤0.01%
698
-302
2696
$15K ﹤0.01%
495
-6
2697
$15K ﹤0.01%
591
2698
$15K ﹤0.01%
377
+24
2699
$15K ﹤0.01%
300
2700
$15K ﹤0.01%
954
+14
106 107
108
109 110