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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
3101
$8K ﹤0.01%
2,925
+570
3102
$8K ﹤0.01%
472
-112
3103
$8K ﹤0.01%
230
3104
$8K ﹤0.01%
506
-34
3105
$8K ﹤0.01%
386
-660
3106
$8K ﹤0.01%
129
-519
3107
$8K ﹤0.01%
286
+178
3108
$8K ﹤0.01%
329
+98
3109
$8K ﹤0.01%
677
3110
$8K ﹤0.01%
1,146
-259
3111
$8K ﹤0.01%
100
+50
3112
$8K ﹤0.01%
404
-1
3113
$7K ﹤0.01%
371
-311
3114
$7K ﹤0.01%
356
3115
$7K ﹤0.01%
988
+315
3116
$7K ﹤0.01%
594
+5
3117
$7K ﹤0.01%
469
+73
3118
$7K ﹤0.01%
543
-457
3119
$7K ﹤0.01%
716
+228
3120
$7K ﹤0.01%
500
+200
3121
$7K ﹤0.01%
267
-887
3122
$7K ﹤0.01%
178
-90
3123
$7K ﹤0.01%
278
3124
$7K ﹤0.01%
314
-12
3125
$7K ﹤0.01%
235
123 124
125
126 127