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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
3351
$4K ﹤0.01%
335
+322
3352
$4K ﹤0.01%
+50
3353
$4K ﹤0.01%
654
3354
$4K ﹤0.01%
+130
3355
$4K ﹤0.01%
182
+23
3356
$4K ﹤0.01%
234
-103
3357
$4K ﹤0.01%
359
-1,010
3358
$4K ﹤0.01%
522
+239
3359
$4K ﹤0.01%
81
3360
$4K ﹤0.01%
740
-118
3361
$4K ﹤0.01%
182
-282
3362
$4K ﹤0.01%
155
-57
3363
$4K ﹤0.01%
51
+29
3364
$4K ﹤0.01%
143
-215
3365
$4K ﹤0.01%
52
+25
3366
$4K ﹤0.01%
922
-315
3367
$4K ﹤0.01%
298
-95
3368
$4K ﹤0.01%
729
-720
3369
$4K ﹤0.01%
+250
3370
$4K ﹤0.01%
129
+66
3371
$4K ﹤0.01%
129
+44
3372
$4K ﹤0.01%
93
+41
3373
$4K ﹤0.01%
101
+53
3374
$4K ﹤0.01%
182
+62
3375
$4K ﹤0.01%
107
-149
133 134
135
136 137