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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
3976
$1K ﹤0.01%
503
3977
$1K ﹤0.01%
100
3978
$1K ﹤0.01%
+50
3979
$1K ﹤0.01%
83
3980
$1K ﹤0.01%
78
-1
3981
$1K ﹤0.01%
100
3982
$1K ﹤0.01%
1
3983
$1K ﹤0.01%
+7
3984
$1K ﹤0.01%
81
3985
$1K ﹤0.01%
+16
3986
$1K ﹤0.01%
+50
3987
$1K ﹤0.01%
26
-93
3988
$1K ﹤0.01%
22
3989
$1K ﹤0.01%
+114
3990
$0 ﹤0.01%
31
3991
– –
0
3992
$0 ﹤0.01%
3
3993
– –
-83
3994
$0 ﹤0.01%
6
-64
3995
$0 ﹤0.01%
+3
3996
$0 ﹤0.01%
+200
3997
– –
-5
3998
$0 ﹤0.01%
10
3999
– –
-16
4000
– –
-206
158 159
160
161 162