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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
4426
– –
-3
4427
$0 ﹤0.01%
1
4428
$0 ﹤0.01%
3
4429
$0 ﹤0.01%
3
-373
4430
– –
-1,163
4431
$0 ﹤0.01%
+12
4432
– –
-2,500
4433
– –
-9
4434
– –
-30
4435
$0 ﹤0.01%
25
4436
$0 ﹤0.01%
102
4437
– –
-77
4438
$0 ﹤0.01%
9
4439
$0 ﹤0.01%
30
4440
$0 ﹤0.01%
3
4441
– –
-3,000
4442
– –
-1
4443
– –
-75
4444
$0 ﹤0.01%
5
4445
$0 ﹤0.01%
+17
4446
$0 ﹤0.01%
+15
4447
$0 ﹤0.01%
1
4448
$0 ﹤0.01%
+10
4449
$0 ﹤0.01%
15
-48
4450
– –
-126
176 177
178
179 180