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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
3776
$1K ﹤0.01%
120
3777
$1K ﹤0.01%
87
+32
3778
$1K ﹤0.01%
42
+21
3779
$1K ﹤0.01%
50
3780
$1K ﹤0.01%
96
-53
3781
$1K ﹤0.01%
41
-46
3782
$1K ﹤0.01%
51
3783
$1K ﹤0.01%
124
+67
3784
$1K ﹤0.01%
11
-14
3785
$1K ﹤0.01%
200
3786
$1K ﹤0.01%
82
-358
3787
$1K ﹤0.01%
36
-517
3788
$1K ﹤0.01%
145
3789
$1K ﹤0.01%
29
-50
3790
$1K ﹤0.01%
3
3791
$1K ﹤0.01%
4
3792
$1K ﹤0.01%
20
3793
$1K ﹤0.01%
90
3794
$1K ﹤0.01%
427
-471
3795
$1K ﹤0.01%
+984
3796
$1K ﹤0.01%
31
3797
$1K ﹤0.01%
100
3798
$1K ﹤0.01%
40
3799
$1K ﹤0.01%
96
3800
$1K ﹤0.01%
19
150 151
152
153 154