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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
3076
$8K ﹤0.01%
365
3077
$8K ﹤0.01%
94
3078
$8K ﹤0.01%
834
+73
3079
$8K ﹤0.01%
162
3080
$8K ﹤0.01%
1,134
+175
3081
$8K ﹤0.01%
1,795
-393
3082
$8K ﹤0.01%
191
+161
3083
$8K ﹤0.01%
416
3084
$8K ﹤0.01%
300
3085
$8K ﹤0.01%
4,710
+3,351
3086
$8K ﹤0.01%
367
+329
3087
$8K ﹤0.01%
+297
3088
$8K ﹤0.01%
613
3089
$8K ﹤0.01%
564
-28
3090
$8K ﹤0.01%
435
3091
$8K ﹤0.01%
106
-44
3092
$8K ﹤0.01%
233
-30
3093
$8K ﹤0.01%
203
-134
3094
$8K ﹤0.01%
+200
3095
$8K ﹤0.01%
243
+62
3096
$8K ﹤0.01%
160
+110
3097
$8K ﹤0.01%
215
-79
3098
$8K ﹤0.01%
+2,037
3099
$8K ﹤0.01%
207
3100
$8K ﹤0.01%
579
+96
122 123
124
125 126