We are live on ! Find out more
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
3526
$3K ﹤0.01%
769
-1,189
3527
$3K ﹤0.01%
+117
3528
$3K ﹤0.01%
1,365
3529
$3K ﹤0.01%
182
+150
3530
$3K ﹤0.01%
101
3531
$3K ﹤0.01%
+172
3532
$3K ﹤0.01%
14
3533
$3K ﹤0.01%
333
3534
$3K ﹤0.01%
51
+39
3535
$3K ﹤0.01%
677
3536
$3K ﹤0.01%
+227
3537
$3K ﹤0.01%
351
+289
3538
$3K ﹤0.01%
165
-109
3539
$3K ﹤0.01%
159
+120
3540
$3K ﹤0.01%
42
-223
3541
$3K ﹤0.01%
35
3542
$3K ﹤0.01%
43
-47
3543
$3K ﹤0.01%
1,098
-717
3544
$3K ﹤0.01%
50
3545
$3K ﹤0.01%
4,516
3546
$3K ﹤0.01%
283
-579
3547
$3K ﹤0.01%
266
-100
3548
$3K ﹤0.01%
+106
3549
$3K ﹤0.01%
36
3550
$3K ﹤0.01%
4,871
140 141
142
143 144