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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
3726
$2K ﹤0.01%
80
3727
$2K ﹤0.01%
200
3728
$2K ﹤0.01%
210
-28
3729
$2K ﹤0.01%
+100
3730
$2K ﹤0.01%
34
3731
$2K ﹤0.01%
142
-70
3732
$2K ﹤0.01%
50
3733
$2K ﹤0.01%
100
3734
$2K ﹤0.01%
34
+16
3735
$2K ﹤0.01%
230
+178
3736
$2K ﹤0.01%
58
-20
3737
$2K ﹤0.01%
1,000
3738
$2K ﹤0.01%
+53
3739
$2K ﹤0.01%
45
-15
3740
$2K ﹤0.01%
+100
3741
$2K ﹤0.01%
60
-1,000
3742
$1K ﹤0.01%
+487
3743
$1K ﹤0.01%
29
3744
$1K ﹤0.01%
200
3745
$1K ﹤0.01%
66
+54
3746
$1K ﹤0.01%
8,320
3747
$1K ﹤0.01%
44
+38
3748
$1K ﹤0.01%
55
3749
$1K ﹤0.01%
118
3750
$1K ﹤0.01%
+10
148 149
150
151 152