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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
3201
$6K ﹤0.01%
670
-26
3202
$6K ﹤0.01%
170
3203
$6K ﹤0.01%
372
+5
3204
$6K ﹤0.01%
1,863
-3
3205
$6K ﹤0.01%
594
+6
3206
$6K ﹤0.01%
180
+161
3207
$6K ﹤0.01%
400
3208
$6K ﹤0.01%
78
3209
$6K ﹤0.01%
92
+2
3210
$6K ﹤0.01%
613
+119
3211
$6K ﹤0.01%
277
+184
3212
$6K ﹤0.01%
116
+67
3213
$6K ﹤0.01%
1,179
3214
$6K ﹤0.01%
1,553
-1,797
3215
$6K ﹤0.01%
2,000
3216
$6K ﹤0.01%
58
-5
3217
$6K ﹤0.01%
168
-316
3218
$6K ﹤0.01%
3,059
+951
3219
$6K ﹤0.01%
500
3220
$6K ﹤0.01%
178
3221
$6K ﹤0.01%
848
-302
3222
$6K ﹤0.01%
500
+44
3223
$6K ﹤0.01%
285
-89
3224
$6K ﹤0.01%
185
+40
3225
$6K ﹤0.01%
32
+12
127 128
129
130 131