We are live on ! Find out more
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
3801
$1K ﹤0.01%
407
3802
$1K ﹤0.01%
27
+5
3803
$1K ﹤0.01%
27
3804
$1K ﹤0.01%
7
+4
3805
$1K ﹤0.01%
21
+4
3806
$1K ﹤0.01%
54
3807
$1K ﹤0.01%
46
+2
3808
$1K ﹤0.01%
29
3809
$1K ﹤0.01%
44
3810
$1K ﹤0.01%
20
3811
$1K ﹤0.01%
16
-53
3812
$1K ﹤0.01%
5
3813
– –
0
3814
$1K ﹤0.01%
40
3815
$1K ﹤0.01%
51
-96
3816
$1K ﹤0.01%
163
-77
3817
$1K ﹤0.01%
25
+9
3818
$1K ﹤0.01%
9
3819
$1K ﹤0.01%
28
3820
$1K ﹤0.01%
+184
3821
$1K ﹤0.01%
450
3822
$1K ﹤0.01%
35
+33
3823
$1K ﹤0.01%
26
3824
$1K ﹤0.01%
328
+134
3825
$1K ﹤0.01%
+750
151 152
153
154 155