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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
4126
– –
-27
4127
– –
-563
4128
– –
-1,182
4129
– –
-205
4130
– –
-3,680
4131
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-103
4132
– –
-31,420
4133
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-351,832
4134
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-793
4135
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-848
4136
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-62
4137
– –
-1,200
4138
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-189
4139
– –
-472,121
4140
– –
-16
4141
– –
-1,333
4142
– –
-224
4143
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-153
4144
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-15
4145
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-150
4146
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-141
4147
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-170
4148
– –
-657
4149
– –
-689
4150
$0 ﹤0.01%
31
-31
164 165
166
167 168