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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
3401
$4K ﹤0.01%
193
+19
3402
$4K ﹤0.01%
1,756
-62
3403
$4K ﹤0.01%
109
-27
3404
$4K ﹤0.01%
118
-103
3405
$4K ﹤0.01%
111
-378
3406
$4K ﹤0.01%
40
3407
$4K ﹤0.01%
569
-452
3408
$4K ﹤0.01%
57
-646
3409
$4K ﹤0.01%
156
-820
3410
$4K ﹤0.01%
283
3411
$4K ﹤0.01%
42
-3
3412
$4K ﹤0.01%
107
-37
3413
$4K ﹤0.01%
250
-1,133
3414
$4K ﹤0.01%
1,365
-4
3415
$4K ﹤0.01%
30
3416
$4K ﹤0.01%
734
+298
3417
$4K ﹤0.01%
112
+2
3418
$4K ﹤0.01%
142
+82
3419
$4K ﹤0.01%
373
+193
3420
$4K ﹤0.01%
95
-42
3421
$4K ﹤0.01%
201
3422
$4K ﹤0.01%
207
3423
$4K ﹤0.01%
164
3424
$4K ﹤0.01%
26
-63
3425
$4K ﹤0.01%
369
+48
135 136
137
138 139