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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
3251
$5K ﹤0.01%
598
+582
3252
$5K ﹤0.01%
211
+85
3253
$5K ﹤0.01%
161
+78
3254
$5K ﹤0.01%
+300
3255
$5K ﹤0.01%
157
+100
3256
$5K ﹤0.01%
662
+165
3257
$5K ﹤0.01%
176
+72
3258
$5K ﹤0.01%
259
+121
3259
$5K ﹤0.01%
160
+29
3260
$5K ﹤0.01%
292
-32
3261
$5K ﹤0.01%
295
+151
3262
$5K ﹤0.01%
2,700
-760
3263
$5K ﹤0.01%
463
3264
$5K ﹤0.01%
+243
3265
$5K ﹤0.01%
201
3266
$5K ﹤0.01%
110
3267
$5K ﹤0.01%
162
-645
3268
$5K ﹤0.01%
300
3269
$5K ﹤0.01%
204
+3
3270
$5K ﹤0.01%
1,308
3271
$5K ﹤0.01%
106
-82
3272
$5K ﹤0.01%
119
3273
$5K ﹤0.01%
1,000
3274
$5K ﹤0.01%
108
+9
3275
$5K ﹤0.01%
778
-450
129 130
131
132 133