We are live on ! Find out more
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
2701
$15K ﹤0.01%
1,176
+351
2702
$15K ﹤0.01%
4,100
+2,000
2703
$15K ﹤0.01%
1,543
+933
2704
$15K ﹤0.01%
+670
2705
$15K ﹤0.01%
2,884
+1,575
2706
$15K ﹤0.01%
1,467
+565
2707
$15K ﹤0.01%
267
+97
2708
$15K ﹤0.01%
2,300
+1,924
2709
$15K ﹤0.01%
188
+120
2710
$15K ﹤0.01%
136
-82
2711
$15K ﹤0.01%
825
+159
2712
$15K ﹤0.01%
728
+600
2713
$15K ﹤0.01%
627
+163
2714
$15K ﹤0.01%
160
+8
2715
$15K ﹤0.01%
131
+2
2716
$15K ﹤0.01%
337
2717
$15K ﹤0.01%
381
+33
2718
$15K ﹤0.01%
+769
2719
$15K ﹤0.01%
82
-73
2720
$15K ﹤0.01%
2,862
+1,199
2721
$15K ﹤0.01%
4,194
-70,246
2722
$14K ﹤0.01%
865
+804
2723
$14K ﹤0.01%
762
+681
2724
$14K ﹤0.01%
470
2725
$14K ﹤0.01%
1,236
-204
107 108
109
110 111