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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
3926
$1K ﹤0.01%
26
-9
3927
$1K ﹤0.01%
7
-2
3928
$1K ﹤0.01%
18
+2
3929
$1K ﹤0.01%
256
-218
3930
$1K ﹤0.01%
+31
3931
$1K ﹤0.01%
+1,600
3932
$1K ﹤0.01%
50
3933
$1K ﹤0.01%
12
-7
3934
$1K ﹤0.01%
185
3935
$1K ﹤0.01%
40
3936
$1K ﹤0.01%
+69
3937
$1K ﹤0.01%
79
+45
3938
$1K ﹤0.01%
25
3939
$1K ﹤0.01%
25
3940
$1K ﹤0.01%
75
3941
$1K ﹤0.01%
39
-77
3942
$1K ﹤0.01%
29
3943
$1K ﹤0.01%
193
-481
3944
$1K ﹤0.01%
160
3945
$1K ﹤0.01%
103
3946
$1K ﹤0.01%
116
+3
3947
– –
0
3948
$1K ﹤0.01%
+91
3949
$1K ﹤0.01%
48
-41
3950
$1K ﹤0.01%
43
+10
156 157
158
159 160