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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
2851
$12K ﹤0.01%
331
+1
2852
$12K ﹤0.01%
1,381
+881
2853
$12K ﹤0.01%
424
+218
2854
$12K ﹤0.01%
555
+69
2855
$12K ﹤0.01%
26
2856
$12K ﹤0.01%
794
+197
2857
$12K ﹤0.01%
239
-64
2858
$12K ﹤0.01%
769
-223
2859
$12K ﹤0.01%
144
2860
$12K ﹤0.01%
787
+238
2861
$12K ﹤0.01%
19,316
2862
$12K ﹤0.01%
585
2863
$12K ﹤0.01%
404
+5
2864
$12K ﹤0.01%
249
+53
2865
$12K ﹤0.01%
107
-46
2866
$12K ﹤0.01%
339
+72
2867
$12K ﹤0.01%
+253
2868
$11K ﹤0.01%
2,435
+9
2869
$11K ﹤0.01%
582
-555
2870
$11K ﹤0.01%
699
+277
2871
$11K ﹤0.01%
890
+696
2872
$11K ﹤0.01%
580
2873
$11K ﹤0.01%
372
2874
$11K ﹤0.01%
140
-76
2875
$11K ﹤0.01%
285
+194
113 114
115
116 117