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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
4376
– –
-39
4377
$0 ﹤0.01%
89
+1
4378
– –
0
4379
$0 ﹤0.01%
5
-23
4380
$0 ﹤0.01%
10
-180
4381
– –
-12
4382
– –
-62
4383
– –
-43
4384
– –
-620
4385
$0 ﹤0.01%
+13
4386
$0 ﹤0.01%
4
-364
4387
– –
-2,247
4388
– –
-12,500
4389
$0 ﹤0.01%
+1
4390
$0 ﹤0.01%
+400
4391
$0 ﹤0.01%
35
+3
4392
$0 ﹤0.01%
5
-38
4393
$0 ﹤0.01%
+21
4394
$0 ﹤0.01%
1
4395
– –
-312
4396
$0 ﹤0.01%
1
4397
– –
-1,256
4398
$0 ﹤0.01%
+1
4399
$0 ﹤0.01%
9
4400
$0 ﹤0.01%
70
-228
174 175
176
177 178