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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
3701
$2K ﹤0.01%
151
3702
$2K ﹤0.01%
+192
3703
$2K ﹤0.01%
58
+13
3704
$2K ﹤0.01%
532
-127
3705
$2K ﹤0.01%
49
3706
$2K ﹤0.01%
43
-26
3707
$2K ﹤0.01%
+325
3708
$2K ﹤0.01%
38
-29
3709
$2K ﹤0.01%
500
-18
3710
$2K ﹤0.01%
102
3711
$2K ﹤0.01%
100
3712
$2K ﹤0.01%
217
+22
3713
$2K ﹤0.01%
37
-67
3714
$2K ﹤0.01%
43
+17
3715
$2K ﹤0.01%
25
3716
$2K ﹤0.01%
191
3717
$2K ﹤0.01%
+166
3718
$2K ﹤0.01%
75
-162
3719
$2K ﹤0.01%
163
-155
3720
$2K ﹤0.01%
83
+56
3721
$2K ﹤0.01%
217
-183
3722
$2K ﹤0.01%
26
+4
3723
$2K ﹤0.01%
34
3724
$2K ﹤0.01%
185
-31
3725
$2K ﹤0.01%
+96
147 148
149
150 151