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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
3951
$1K ﹤0.01%
109
3952
$1K ﹤0.01%
+325
3953
$1K ﹤0.01%
263
3954
$1K ﹤0.01%
687
3955
$1K ﹤0.01%
+492
3956
$1K ﹤0.01%
98
-102
3957
$1K ﹤0.01%
35
+10
3958
$1K ﹤0.01%
338
3959
$1K ﹤0.01%
141
+60
3960
$1K ﹤0.01%
+622
3961
$1K ﹤0.01%
70
3962
$1K ﹤0.01%
59
3963
$1K ﹤0.01%
80
-101
3964
$1K ﹤0.01%
238
3965
$1K ﹤0.01%
55
-228
3966
$1K ﹤0.01%
37
-17
3967
$1K ﹤0.01%
127
-189
3968
$1K ﹤0.01%
50
3969
$1K ﹤0.01%
31
+9
3970
$1K ﹤0.01%
132
3971
$1K ﹤0.01%
33
3972
$1K ﹤0.01%
100
3973
$1K ﹤0.01%
+39
3974
$1K ﹤0.01%
25
3975
$1K ﹤0.01%
142
-276
157 158
159
160 161