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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
2876
$11K ﹤0.01%
930
-39
2877
$11K ﹤0.01%
232
-164
2878
$11K ﹤0.01%
+507
2879
$11K ﹤0.01%
341
2880
$11K ﹤0.01%
412
+40
2881
$11K ﹤0.01%
670
+232
2882
$11K ﹤0.01%
51
+2
2883
$11K ﹤0.01%
122
+1
2884
$11K ﹤0.01%
390
-633
2885
$11K ﹤0.01%
826
-38
2886
$11K ﹤0.01%
476
-886
2887
$11K ﹤0.01%
114
-27
2888
$11K ﹤0.01%
325
+128
2889
$11K ﹤0.01%
235
-235
2890
$11K ﹤0.01%
205
-42
2891
$11K ﹤0.01%
102
-21
2892
$11K ﹤0.01%
253
-155
2893
$11K ﹤0.01%
2,000
2894
$11K ﹤0.01%
568
2895
$11K ﹤0.01%
1,500
2896
$11K ﹤0.01%
+1,500
2897
$11K ﹤0.01%
326
-976
2898
$11K ﹤0.01%
518
+255
2899
$11K ﹤0.01%
425
+21
2900
$11K ﹤0.01%
573
114 115
116
117 118