Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
4,502
New
Increased
Reduced
Closed

Top Buys

1 +$445M
2 +$223M
3 +$143M
4
MBB icon
iShares MBS ETF
MBB
+$110M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$93.7M

Top Sells

1 +$403M
2 +$220M
3 +$122M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$88.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$80M

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
3776
$1K ﹤0.01%
50
3777
$1K ﹤0.01%
31
+9
3778
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3779
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3780
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3781
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3782
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25
3783
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3784
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3785
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100
3786
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+50
3787
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3788
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3789
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3790
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3791
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78
-1
3792
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3793
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3794
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+7
3795
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3796
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+16
3797
$1K ﹤0.01%
22
3798
$1K ﹤0.01%
+114
3799
$1K ﹤0.01%
118
3800
$1K ﹤0.01%
+10