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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
2776
$13K ﹤0.01%
9,828
-90
2777
$13K ﹤0.01%
1,125
+1,000
2778
$13K ﹤0.01%
296
+1
2779
$13K ﹤0.01%
183
-19
2780
$13K ﹤0.01%
183
+7
2781
$13K ﹤0.01%
1,607
+1,027
2782
$13K ﹤0.01%
54
+4
2783
$13K ﹤0.01%
506
2784
$13K ﹤0.01%
216
2785
$13K ﹤0.01%
638
+587
2786
$13K ﹤0.01%
519
+9
2787
$13K ﹤0.01%
+300
2788
$13K ﹤0.01%
394
-419
2789
$13K ﹤0.01%
+1,500
2790
$13K ﹤0.01%
1,037
-53
2791
$13K ﹤0.01%
964
+106
2792
$13K ﹤0.01%
299
2793
$13K ﹤0.01%
799
+61
2794
$13K ﹤0.01%
+845
2795
$13K ﹤0.01%
315
2796
$13K ﹤0.01%
280
-19
2797
$13K ﹤0.01%
211
+89
2798
$13K ﹤0.01%
254
-81
2799
$13K ﹤0.01%
525
2800
$13K ﹤0.01%
103
+20
110 111
112
113 114