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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
3876
$1K ﹤0.01%
22
-7
3877
$1K ﹤0.01%
40
3878
$1K ﹤0.01%
61
-46
3879
$1K ﹤0.01%
+9
3880
$1K ﹤0.01%
627
+218
3881
$1K ﹤0.01%
56
+37
3882
$1K ﹤0.01%
237
-781
3883
$1K ﹤0.01%
224
+10
3884
$1K ﹤0.01%
49
-114
3885
$1K ﹤0.01%
165
3886
$1K ﹤0.01%
36
-86
3887
$1K ﹤0.01%
117
-219
3888
$1K ﹤0.01%
517
-898
3889
$1K ﹤0.01%
2,500
3890
$1K ﹤0.01%
49
3891
$1K ﹤0.01%
32
-13
3892
$1K ﹤0.01%
48
3893
$1K ﹤0.01%
7
3894
$1K ﹤0.01%
160
3895
$1K ﹤0.01%
108
+73
3896
$1K ﹤0.01%
12
3897
$1K ﹤0.01%
154
-247
3898
$1K ﹤0.01%
13
3899
$1K ﹤0.01%
90
-25
3900
$1K ﹤0.01%
643
-12,341
154 155
156
157 158