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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
2126
$34K ﹤0.01%
690
-396
2127
$34K ﹤0.01%
108
+11
2128
$34K ﹤0.01%
1,282
+96
2129
$34K ﹤0.01%
1,446
2130
$34K ﹤0.01%
1,607
+517
2131
$34K ﹤0.01%
1,669
+46
2132
$34K ﹤0.01%
402
+200
2133
$34K ﹤0.01%
1,778
2134
$33K ﹤0.01%
428
+62
2135
$33K ﹤0.01%
2,093
-1,447
2136
$33K ﹤0.01%
268
+66
2137
$33K ﹤0.01%
1,021
+530
2138
$33K ﹤0.01%
1,040
-3,446
2139
$33K ﹤0.01%
+3,000
2140
$33K ﹤0.01%
2,000
2141
$33K ﹤0.01%
1,080
+510
2142
$33K ﹤0.01%
4,455
+169
2143
$33K ﹤0.01%
706
+29
2144
$33K ﹤0.01%
975
2145
$33K ﹤0.01%
228
2146
$33K ﹤0.01%
956
-214
2147
$33K ﹤0.01%
664
-67
2148
$33K ﹤0.01%
370
+200
2149
$33K ﹤0.01%
143
-33
2150
$33K ﹤0.01%
1,345
84 85
86
87 88