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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
3676
$2K ﹤0.01%
+127
3677
$2K ﹤0.01%
121
-39
3678
$2K ﹤0.01%
92
-142
3679
$2K ﹤0.01%
223
+31
3680
$2K ﹤0.01%
+28
3681
$2K ﹤0.01%
40
3682
$2K ﹤0.01%
+374
3683
$2K ﹤0.01%
72
3684
$2K ﹤0.01%
110
-120
3685
$2K ﹤0.01%
450
3686
$2K ﹤0.01%
+112
3687
$2K ﹤0.01%
+35
3688
$2K ﹤0.01%
+31
3689
$2K ﹤0.01%
379
+1
3690
$2K ﹤0.01%
433
-228
3691
$2K ﹤0.01%
+132
3692
$2K ﹤0.01%
95
3693
$2K ﹤0.01%
167
3694
$2K ﹤0.01%
273
+210
3695
$2K ﹤0.01%
40
3696
$2K ﹤0.01%
347
+224
3697
$2K ﹤0.01%
652
-736
3698
$2K ﹤0.01%
129
3699
$2K ﹤0.01%
50
-191
3700
$2K ﹤0.01%
27
146 147
148
149 150