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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
4251
$0 ﹤0.01%
1
4252
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-14
4253
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4254
$0 ﹤0.01%
13
4255
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4256
$0 ﹤0.01%
+100
4257
$0 ﹤0.01%
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4258
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-130
4259
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4260
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0
4261
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+84
4262
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17
-39
4263
$0 ﹤0.01%
29
-6
4264
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-28
4265
$0 ﹤0.01%
192
4266
$0 ﹤0.01%
8
4267
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-134
4268
– –
-1,800
4269
$0 ﹤0.01%
28
-31
4270
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-11
4271
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4272
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-21
4273
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-200
4274
– –
-76
4275
$0 ﹤0.01%
16
169 170
171
172 173