We are live on ! Find out more
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
4276
– –
-13
4277
$0 ﹤0.01%
86
4278
– –
-1,410
4279
$0 ﹤0.01%
28
-1,000
4280
– –
-105
4281
$0 ﹤0.01%
24
4282
$0 ﹤0.01%
+1
4283
$0 ﹤0.01%
150
4284
$0 ﹤0.01%
+30
4285
$0 ﹤0.01%
1
4286
$0 ﹤0.01%
2
4287
– –
0
4288
$0 ﹤0.01%
6
4289
$0 ﹤0.01%
16
-30
4290
– –
-445
4291
$0 ﹤0.01%
6
-5
4292
– –
-1,540
4293
$0 ﹤0.01%
10
4294
$0 ﹤0.01%
5
-4
4295
– –
0
4296
$0 ﹤0.01%
1
4297
$0 ﹤0.01%
20
+3
4298
– –
-42
4299
$0 ﹤0.01%
34
-51
4300
– –
-76
170 171
172
173 174