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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
3001
$9K ﹤0.01%
+300
3002
$9K ﹤0.01%
400
3003
$9K ﹤0.01%
523
3004
$9K ﹤0.01%
751
+38
3005
$9K ﹤0.01%
560
+33
3006
$9K ﹤0.01%
729
+308
3007
$9K ﹤0.01%
129
-46
3008
$9K ﹤0.01%
1,578
-288
3009
$9K ﹤0.01%
1,253
-16
3010
$9K ﹤0.01%
335
+83
3011
$9K ﹤0.01%
412
3012
$9K ﹤0.01%
150
-8
3013
$9K ﹤0.01%
355
3014
$9K ﹤0.01%
210
-26
3015
$9K ﹤0.01%
171
+106
3016
$9K ﹤0.01%
689
+342
3017
$9K ﹤0.01%
285
+5
3018
$9K ﹤0.01%
4,082
3019
$9K ﹤0.01%
+230
3020
$9K ﹤0.01%
130
3021
$9K ﹤0.01%
541
+151
3022
$9K ﹤0.01%
289
-13
3023
$9K ﹤0.01%
516
+16
3024
$9K ﹤0.01%
30
+8
3025
$9K ﹤0.01%
812
119 120
121
122 123