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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
2051
$38K ﹤0.01%
311
+42
2052
$38K ﹤0.01%
2,224
-806
2053
$38K ﹤0.01%
1,077
-256
2054
$38K ﹤0.01%
1,742
+140
2055
$38K ﹤0.01%
3,092
+249
2056
$38K ﹤0.01%
1,985
+1,453
2057
$38K ﹤0.01%
10,035
+6,931
2058
$38K ﹤0.01%
416
+403
2059
$38K ﹤0.01%
2,896
+1,875
2060
$38K ﹤0.01%
1,028
-47
2061
$38K ﹤0.01%
1,313
-55
2062
$38K ﹤0.01%
324
+34
2063
$38K ﹤0.01%
1,458
-513
2064
$38K ﹤0.01%
+2,771
2065
$38K ﹤0.01%
614
+577
2066
$38K ﹤0.01%
521
+343
2067
$37K ﹤0.01%
773
2068
$37K ﹤0.01%
431
+270
2069
$37K ﹤0.01%
335
-69
2070
$37K ﹤0.01%
1,454
-383
2071
$37K ﹤0.01%
862
+101
2072
$37K ﹤0.01%
770
+4
2073
$37K ﹤0.01%
2,611
+435
2074
$37K ﹤0.01%
5,531
+315
2075
$37K ﹤0.01%
2,962
81 82
83
84 85