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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
1976
$43K ﹤0.01%
233
+13
1977
$43K ﹤0.01%
19,030
+2,940
1978
$42K ﹤0.01%
2,162
+491
1979
$42K ﹤0.01%
1,013
-1,291
1980
$42K ﹤0.01%
903
1981
$42K ﹤0.01%
494
+9
1982
$42K ﹤0.01%
430
-9
1983
$42K ﹤0.01%
519
+38
1984
$42K ﹤0.01%
14,710
+3,576
1985
$42K ﹤0.01%
1,124
-285
1986
$42K ﹤0.01%
474
-33
1987
$42K ﹤0.01%
296
+170
1988
$42K ﹤0.01%
1,536
1989
$42K ﹤0.01%
2,129
+928
1990
$42K ﹤0.01%
850
-140
1991
$42K ﹤0.01%
1,209
+338
1992
$42K ﹤0.01%
1,479
-18
1993
$42K ﹤0.01%
+1,647
1994
$42K ﹤0.01%
875
+8
1995
$42K ﹤0.01%
1,036
+247
1996
$42K ﹤0.01%
645
+170
1997
$42K ﹤0.01%
1,500
1998
$42K ﹤0.01%
1,078
-81
1999
$41K ﹤0.01%
1,180
-294,908
2000
$41K ﹤0.01%
943
+97
78 79
80
81 82