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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
2726
$14K ﹤0.01%
574
+6
2727
$14K ﹤0.01%
2,357
+834
2728
$14K ﹤0.01%
1,222
+30
2729
$14K ﹤0.01%
731
+43
2730
$14K ﹤0.01%
993
2731
$14K ﹤0.01%
+638
2732
$14K ﹤0.01%
562
+376
2733
$14K ﹤0.01%
248
2734
$14K ﹤0.01%
2,748
-354
2735
$14K ﹤0.01%
3,293
+1,295
2736
$14K ﹤0.01%
264
+27
2737
$14K ﹤0.01%
1,296
-241
2738
$14K ﹤0.01%
817
2739
$14K ﹤0.01%
670
-4
2740
$14K ﹤0.01%
1,319
+829
2741
$14K ﹤0.01%
134
-63
2742
$14K ﹤0.01%
246
+91
2743
$14K ﹤0.01%
312
2744
$14K ﹤0.01%
450
-17,545
2745
$14K ﹤0.01%
200
2746
$14K ﹤0.01%
1,430
-260
2747
$14K ﹤0.01%
630
2748
$14K ﹤0.01%
825
+660
2749
$14K ﹤0.01%
228
-21
2750
$14K ﹤0.01%
480
+6
108 109
110
111 112