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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
3301
$5K ﹤0.01%
924
-1,055
3302
$5K ﹤0.01%
1,200
3303
$5K ﹤0.01%
9
3304
$5K ﹤0.01%
120
-271
3305
$5K ﹤0.01%
970
3306
$5K ﹤0.01%
407
3307
$5K ﹤0.01%
466
-293
3308
$5K ﹤0.01%
+94
3309
$5K ﹤0.01%
247
-1
3310
$5K ﹤0.01%
+775
3311
$5K ﹤0.01%
159
-93
3312
$5K ﹤0.01%
170
+144
3313
$5K ﹤0.01%
725
-169
3314
$5K ﹤0.01%
1,252
3315
$5K ﹤0.01%
2,557
-263
3316
$5K ﹤0.01%
512
-1,334
3317
$5K ﹤0.01%
839
3318
$5K ﹤0.01%
132
+1
3319
$5K ﹤0.01%
515
+21
3320
$5K ﹤0.01%
172
-335
3321
$5K ﹤0.01%
66
3322
$5K ﹤0.01%
404
-1,090
3323
$5K ﹤0.01%
1,771
-456
3324
$5K ﹤0.01%
220
+167
3325
$5K ﹤0.01%
274
131 132
133
134 135