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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
2801
$13K ﹤0.01%
755
-78
2802
$13K ﹤0.01%
169
-55
2803
$13K ﹤0.01%
471
-578
2804
$13K ﹤0.01%
936
-381
2805
$13K ﹤0.01%
274
-42
2806
$13K ﹤0.01%
1,432
+159
2807
$13K ﹤0.01%
541
-122
2808
$13K ﹤0.01%
500
-438
2809
$13K ﹤0.01%
257
-157
2810
$13K ﹤0.01%
470
+84
2811
$13K ﹤0.01%
466
+85
2812
$13K ﹤0.01%
94
+4
2813
$13K ﹤0.01%
1,000
2814
$13K ﹤0.01%
145
-42
2815
$13K ﹤0.01%
289
+7
2816
$13K ﹤0.01%
855
+89
2817
$13K ﹤0.01%
306
+103
2818
$13K ﹤0.01%
1,165
-1,099
2819
$13K ﹤0.01%
480
2820
$13K ﹤0.01%
229
+3
2821
$13K ﹤0.01%
252
+35
2822
$13K ﹤0.01%
434
2823
$13K ﹤0.01%
1,585
+300
2824
$13K ﹤0.01%
154
-6
2825
$13K ﹤0.01%
+418
111 112
113
114 115