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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
3276
$5K ﹤0.01%
+181
3277
$5K ﹤0.01%
398
3278
$5K ﹤0.01%
445
+62
3279
$5K ﹤0.01%
261
+122
3280
$5K ﹤0.01%
100
3281
$5K ﹤0.01%
292
-22
3282
$5K ﹤0.01%
228
+5
3283
$5K ﹤0.01%
4,000
-1,298
3284
$5K ﹤0.01%
2,846
+2,623
3285
$5K ﹤0.01%
86
+76
3286
$5K ﹤0.01%
854
+10
3287
$5K ﹤0.01%
213
+8
3288
$5K ﹤0.01%
179
3289
$5K ﹤0.01%
68
3290
$5K ﹤0.01%
53
3291
$5K ﹤0.01%
1,273
-397
3292
$5K ﹤0.01%
522
+382
3293
$5K ﹤0.01%
116
3294
$5K ﹤0.01%
182
+49
3295
$5K ﹤0.01%
71
-4
3296
$5K ﹤0.01%
104
-6
3297
$5K ﹤0.01%
121
-19
3298
$5K ﹤0.01%
122
3299
$5K ﹤0.01%
156
3300
$5K ﹤0.01%
84
130 131
132
133 134