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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
3626
$2K ﹤0.01%
58
3627
$2K ﹤0.01%
50
-52
3628
$2K ﹤0.01%
91
+7
3629
$2K ﹤0.01%
70
+2
3630
$2K ﹤0.01%
700
3631
$2K ﹤0.01%
+6
3632
$2K ﹤0.01%
182
3633
$2K ﹤0.01%
172
+103
3634
$2K ﹤0.01%
48
3635
$2K ﹤0.01%
53
+16
3636
$2K ﹤0.01%
+57
3637
$2K ﹤0.01%
27
-17
3638
$2K ﹤0.01%
201
3639
$2K ﹤0.01%
74
-792
3640
$2K ﹤0.01%
40
+5
3641
$2K ﹤0.01%
38
+3
3642
$2K ﹤0.01%
354
+280
3643
$2K ﹤0.01%
240
-8
3644
$2K ﹤0.01%
61
3645
$2K ﹤0.01%
+60
3646
$2K ﹤0.01%
1,128
+173
3647
$2K ﹤0.01%
115
3648
$2K ﹤0.01%
48
-61
3649
$2K ﹤0.01%
211
+2
3650
$2K ﹤0.01%
231
+3
144 145
146
147 148