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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
1851
$52K ﹤0.01%
1,175
+83
1852
$51K ﹤0.01%
802
-5
1853
$51K ﹤0.01%
5,011
+1,261
1854
$51K ﹤0.01%
951
+503
1855
$51K ﹤0.01%
1,491
+68
1856
$51K ﹤0.01%
3,664
+532
1857
$51K ﹤0.01%
1,923
+902
1858
$51K ﹤0.01%
694
+29
1859
$51K ﹤0.01%
2,424
-7
1860
$51K ﹤0.01%
868
+118
1861
$51K ﹤0.01%
365
+4
1862
$51K ﹤0.01%
2,105
+271
1863
$51K ﹤0.01%
628
+16
1864
$51K ﹤0.01%
1,960
-527
1865
$51K ﹤0.01%
2,241
-247
1866
$51K ﹤0.01%
3,506
+194
1867
$51K ﹤0.01%
4,230
+3
1868
$51K ﹤0.01%
1,928
+1,817
1869
$50K ﹤0.01%
6,132
+1,629
1870
$50K ﹤0.01%
528
+9
1871
$50K ﹤0.01%
1,628
+1,549
1872
$50K ﹤0.01%
1,175
-24
1873
$50K ﹤0.01%
3,423
-278
1874
$50K ﹤0.01%
4,712
+3,523
1875
$50K ﹤0.01%
9
-3
73 74
75
76 77