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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
3651
$2K ﹤0.01%
150
+95
3652
$2K ﹤0.01%
450
3653
$2K ﹤0.01%
232
+8
3654
$2K ﹤0.01%
36
3655
$2K ﹤0.01%
46
-92
3656
$2K ﹤0.01%
261
3657
$2K ﹤0.01%
1,000
3658
$2K ﹤0.01%
200
3659
$2K ﹤0.01%
608
3660
$2K ﹤0.01%
80
+57
3661
$2K ﹤0.01%
202
+82
3662
$2K ﹤0.01%
45
-999
3663
$2K ﹤0.01%
494
3664
$2K ﹤0.01%
400
3665
$2K ﹤0.01%
+85
3666
$2K ﹤0.01%
36
-54
3667
$2K ﹤0.01%
50
-4,665
3668
$2K ﹤0.01%
183
3669
$2K ﹤0.01%
703
+419
3670
$2K ﹤0.01%
711
3671
$2K ﹤0.01%
28
-177
3672
$2K ﹤0.01%
183
3673
$2K ﹤0.01%
102
3674
$2K ﹤0.01%
+130
3675
$2K ﹤0.01%
42
-58
145 146
147
148 149