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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
4401
– –
-16
4402
$0 ﹤0.01%
1
4403
$0 ﹤0.01%
69
-5
4404
$0 ﹤0.01%
+1
4405
$0 ﹤0.01%
+49
4406
$0 ﹤0.01%
2
4407
$0 ﹤0.01%
5
-222
4408
$0 ﹤0.01%
6
4409
$0 ﹤0.01%
+22
4410
$0 ﹤0.01%
500
4411
– –
-2,287
4412
– –
-28
4413
$0 ﹤0.01%
24
4414
$0 ﹤0.01%
5
-9
4415
$0 ﹤0.01%
3
4416
– –
-111
4417
$0 ﹤0.01%
4
4418
– –
-78
4419
$0 ﹤0.01%
11
-22
4420
$0 ﹤0.01%
1
4421
– –
-10
4422
$0 ﹤0.01%
5
-8
4423
– –
-430
4424
$0 ﹤0.01%
5
-9
4425
– –
-412
175 176
177
178 179