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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
3151
$7K ﹤0.01%
227
-37
3152
$7K ﹤0.01%
1,660
-762
3153
$7K ﹤0.01%
261
-23
3154
$7K ﹤0.01%
83
3155
$7K ﹤0.01%
189
3156
$7K ﹤0.01%
164
3157
$7K ﹤0.01%
1,494
+405
3158
$7K ﹤0.01%
110
+18
3159
$7K ﹤0.01%
1,114
-1,118
3160
$7K ﹤0.01%
1,642
+1,631
3161
$7K ﹤0.01%
162
-83
3162
$7K ﹤0.01%
165
-5
3163
$7K ﹤0.01%
1,068
3164
$7K ﹤0.01%
5,462
3165
$7K ﹤0.01%
461
-54
3166
$7K ﹤0.01%
361
-39
3167
$7K ﹤0.01%
123
+4
3168
$7K ﹤0.01%
233
3169
$7K ﹤0.01%
74
3170
$7K ﹤0.01%
140
3171
$7K ﹤0.01%
426
3172
$7K ﹤0.01%
120
-28
3173
$7K ﹤0.01%
98
-5
3174
$7K ﹤0.01%
105
-27
3175
$7K ﹤0.01%
567
+16
125 126
127
128 129