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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
3851
$1K ﹤0.01%
100
3852
$1K ﹤0.01%
176
3853
$1K ﹤0.01%
68
+36
3854
$1K ﹤0.01%
+67
3855
$1K ﹤0.01%
45
3856
$1K ﹤0.01%
31
-29
3857
$1K ﹤0.01%
120
3858
$1K ﹤0.01%
+52
3859
$1K ﹤0.01%
103
3860
$1K ﹤0.01%
+43
3861
$1K ﹤0.01%
188
+17
3862
$1K ﹤0.01%
212
3863
$1K ﹤0.01%
+850
3864
$1K ﹤0.01%
12
3865
$1K ﹤0.01%
+175
3866
$1K ﹤0.01%
153
+141
3867
$1K ﹤0.01%
152
3868
$1K ﹤0.01%
183
3869
$1K ﹤0.01%
64
+4
3870
$1K ﹤0.01%
91
-45
3871
$1K ﹤0.01%
+22
3872
$1K ﹤0.01%
+6
3873
$1K ﹤0.01%
850
+500
3874
$1K ﹤0.01%
43
-13
3875
$1K ﹤0.01%
409
-300
153 154
155
156 157