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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
3501
$3K ﹤0.01%
213
3502
$3K ﹤0.01%
377
3503
$3K ﹤0.01%
97
+2
3504
$3K ﹤0.01%
97
+9
3505
$3K ﹤0.01%
205
+83
3506
$3K ﹤0.01%
96
-65
3507
$3K ﹤0.01%
+31
3508
$3K ﹤0.01%
199
-13
3509
$3K ﹤0.01%
176
-73
3510
$3K ﹤0.01%
55
-5
3511
$3K ﹤0.01%
86
+37
3512
$3K ﹤0.01%
250
3513
$3K ﹤0.01%
155
+49
3514
$3K ﹤0.01%
670
3515
$3K ﹤0.01%
499
3516
$3K ﹤0.01%
88
3517
$3K ﹤0.01%
499
3518
$3K ﹤0.01%
937
3519
$3K ﹤0.01%
+79
3520
$3K ﹤0.01%
200
3521
$3K ﹤0.01%
143
3522
$3K ﹤0.01%
660
3523
$3K ﹤0.01%
68
3524
$3K ﹤0.01%
38
3525
$3K ﹤0.01%
96
-149
139 140
141
142 143