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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
4101
– –
-61
4102
$0 ﹤0.01%
+20
4103
– –
-1,050
4104
– –
-54
4105
$0 ﹤0.01%
1
4106
$0 ﹤0.01%
18
4107
– –
0
4108
– –
0
4109
– –
-22
4110
$0 ﹤0.01%
6
-169
4111
$0 ﹤0.01%
150
4112
– –
-159
4113
– –
-1,110
4114
– –
-4,216
4115
$0 ﹤0.01%
3
4116
$0 ﹤0.01%
+2,890
4117
$0 ﹤0.01%
+622
4118
– –
-131
4119
– –
-305
4120
– –
-50
4121
– –
-704
4122
– –
-593
4123
– –
-56
4124
– –
-150,878
4125
– –
-10
163 164
165
166 167