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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
3576
$3K ﹤0.01%
56
3577
$3K ﹤0.01%
79
-16
3578
$3K ﹤0.01%
200
3579
$3K ﹤0.01%
103
+94
3580
$3K ﹤0.01%
194
3581
$3K ﹤0.01%
177
3582
$3K ﹤0.01%
+500
3583
$3K ﹤0.01%
9
+2
3584
$3K ﹤0.01%
1,048
3585
$3K ﹤0.01%
200
3586
$3K ﹤0.01%
1,350
3587
$3K ﹤0.01%
101
-92
3588
$3K ﹤0.01%
225
-19
3589
$3K ﹤0.01%
327
3590
$3K ﹤0.01%
+260
3591
$3K ﹤0.01%
101
3592
$3K ﹤0.01%
+10
3593
$3K ﹤0.01%
306
-211
3594
$3K ﹤0.01%
138
+47
3595
$2K ﹤0.01%
179
-572
3596
$2K ﹤0.01%
413
+150
3597
$2K ﹤0.01%
100
-41
3598
$2K ﹤0.01%
17
3599
$2K ﹤0.01%
584
3600
$2K ﹤0.01%
225
+144
142 143
144
145 146