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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
3901
$1K ﹤0.01%
80
3902
$1K ﹤0.01%
9
3903
$1K ﹤0.01%
+11
3904
$1K ﹤0.01%
3
3905
$1K ﹤0.01%
94
-610
3906
– –
0
3907
$1K ﹤0.01%
+55
3908
$1K ﹤0.01%
29
3909
$1K ﹤0.01%
143
3910
$1K ﹤0.01%
16
-13
3911
$1K ﹤0.01%
+6
3912
$1K ﹤0.01%
155
+29
3913
$1K ﹤0.01%
34
3914
$1K ﹤0.01%
36
+10
3915
$1K ﹤0.01%
+59
3916
$1K ﹤0.01%
33
-540
3917
$1K ﹤0.01%
48
-81
3918
$1K ﹤0.01%
85
3919
$1K ﹤0.01%
52
+44
3920
$1K ﹤0.01%
14
3921
$1K ﹤0.01%
380
3922
$1K ﹤0.01%
99
3923
$1K ﹤0.01%
32
+24
3924
$1K ﹤0.01%
626
-4,952
3925
$1K ﹤0.01%
50
155 156
157
158 159