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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
3751
$1K ﹤0.01%
33
+4
3752
$1K ﹤0.01%
164
+28
3753
$1K ﹤0.01%
26
+23
3754
$1K ﹤0.01%
22
-21
3755
$1K ﹤0.01%
4
-2
3756
$1K ﹤0.01%
421
3757
$1K ﹤0.01%
7
3758
$1K ﹤0.01%
102
3759
$1K ﹤0.01%
11
-56
3760
$1K ﹤0.01%
31
+5
3761
$1K ﹤0.01%
47
3762
$1K ﹤0.01%
25
3763
$1K ﹤0.01%
60
3764
$1K ﹤0.01%
66
3765
$1K ﹤0.01%
68
-134
3766
$1K ﹤0.01%
35
3767
$1K ﹤0.01%
31
-282
3768
$1K ﹤0.01%
207
-887
3769
$1K ﹤0.01%
45
-132
3770
$1K ﹤0.01%
+54
3771
$1K ﹤0.01%
+40
3772
$1K ﹤0.01%
93
+86
3773
$1K ﹤0.01%
134
-203
3774
$1K ﹤0.01%
91
+5
3775
$1K ﹤0.01%
125
149 150
151
152 153