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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
4351
– –
-5,000
4352
$0 ﹤0.01%
30
-56
4353
– –
0
4354
– –
-82
4355
$0 ﹤0.01%
10
4356
$0 ﹤0.01%
86
4357
$0 ﹤0.01%
66
+56
4358
– –
-23
4359
$0 ﹤0.01%
78
4360
$0 ﹤0.01%
2
4361
$0 ﹤0.01%
499
4362
$0 ﹤0.01%
67
4363
– –
-8
4364
$0 ﹤0.01%
+2
4365
$0 ﹤0.01%
+2
4366
– –
-5,000
4367
– –
-6
4368
$0 ﹤0.01%
+3
4369
– –
-373
4370
$0 ﹤0.01%
259
-94
4371
– –
-750
4372
$0 ﹤0.01%
100
-269
4373
$0 ﹤0.01%
18
-346
4374
$0 ﹤0.01%
4
-17
4375
– –
-4,829
173 174
175
176 177