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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
3376
$4K ﹤0.01%
271
+56
3377
$4K ﹤0.01%
254
3378
$4K ﹤0.01%
432
+250
3379
$4K ﹤0.01%
316
-331
3380
$4K ﹤0.01%
179
+26
3381
$4K ﹤0.01%
202
-368
3382
$4K ﹤0.01%
793
3383
$4K ﹤0.01%
114
+23
3384
$4K ﹤0.01%
91
-19
3385
$4K ﹤0.01%
1,020
3386
$4K ﹤0.01%
123
+36
3387
$4K ﹤0.01%
125
3388
$4K ﹤0.01%
267
-58
3389
$4K ﹤0.01%
269
3390
$4K ﹤0.01%
105
3391
$4K ﹤0.01%
87
3392
$4K ﹤0.01%
94
3393
$4K ﹤0.01%
95
+82
3394
$4K ﹤0.01%
200
3395
$4K ﹤0.01%
85
3396
$4K ﹤0.01%
102
3397
$4K ﹤0.01%
596
+315
3398
$4K ﹤0.01%
92
3399
$4K ﹤0.01%
85
+15
3400
$4K ﹤0.01%
139
+95
134 135
136
137 138