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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
2151
$33K ﹤0.01%
2,790
+860
2152
$33K ﹤0.01%
1,334
2153
$33K ﹤0.01%
+2,100
2154
$33K ﹤0.01%
1,389
2155
$33K ﹤0.01%
1,393
2156
$33K ﹤0.01%
610
-50
2157
$33K ﹤0.01%
1,506
-676
2158
$33K ﹤0.01%
1,803
+28
2159
$33K ﹤0.01%
+1,400
2160
$33K ﹤0.01%
1,435
+93
2161
$33K ﹤0.01%
827
-150
2162
$33K ﹤0.01%
234
-19
2163
$33K ﹤0.01%
427
+31
2164
$33K ﹤0.01%
14,175
+345
2165
$33K ﹤0.01%
866
-26,655
2166
$33K ﹤0.01%
493
+71
2167
$33K ﹤0.01%
261
+4
2168
$32K ﹤0.01%
11,188
+869
2169
$32K ﹤0.01%
653
2170
$32K ﹤0.01%
2,802
+75
2171
$32K ﹤0.01%
385
+182
2172
$32K ﹤0.01%
2,738
+1,021
2173
$32K ﹤0.01%
1,351
-114
2174
$32K ﹤0.01%
198
-158
2175
$32K ﹤0.01%
848
+468
85 86
87
88 89