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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
3326
$5K ﹤0.01%
107
3327
$5K ﹤0.01%
31
+9
3328
$5K ﹤0.01%
2,081
+1,421
3329
$5K ﹤0.01%
39
+1
3330
$5K ﹤0.01%
63
3331
$5K ﹤0.01%
165
3332
$5K ﹤0.01%
200
-200
3333
$5K ﹤0.01%
965
+41
3334
$5K ﹤0.01%
167
3335
$5K ﹤0.01%
290
3336
$5K ﹤0.01%
+50
3337
$5K ﹤0.01%
965
+419
3338
$5K ﹤0.01%
191
-1,264
3339
$5K ﹤0.01%
335
3340
$5K ﹤0.01%
149
-81
3341
$4K ﹤0.01%
968
-39
3342
$4K ﹤0.01%
6
-7
3343
$4K ﹤0.01%
677
+499
3344
$4K ﹤0.01%
2,638
+2,113
3345
$4K ﹤0.01%
+94
3346
$4K ﹤0.01%
140
3347
$4K ﹤0.01%
149
-283
3348
$4K ﹤0.01%
93
-8
3349
$4K ﹤0.01%
436
+350
3350
$4K ﹤0.01%
79
-68
132 133
134
135 136