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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
2176
$32K ﹤0.01%
734
2177
$32K ﹤0.01%
691
+322
2178
$32K ﹤0.01%
1,474
-217
2179
$32K ﹤0.01%
931
-14,847
2180
$32K ﹤0.01%
269
-91
2181
$32K ﹤0.01%
1,875
+108
2182
$32K ﹤0.01%
1,278
+46
2183
$32K ﹤0.01%
1,545
+1
2184
$32K ﹤0.01%
1,622
-367
2185
$32K ﹤0.01%
+5,000
2186
$32K ﹤0.01%
328
-90
2187
$32K ﹤0.01%
1,222
-102
2188
$32K ﹤0.01%
1,805
-425
2189
$32K ﹤0.01%
501
+90
2190
$32K ﹤0.01%
1,263
+587
2191
$32K ﹤0.01%
102
-11
2192
$32K ﹤0.01%
762
-8
2193
$32K ﹤0.01%
1,236
-97
2194
$32K ﹤0.01%
2,222
2195
$31K ﹤0.01%
1,154
+21
2196
$31K ﹤0.01%
1,224
+345
2197
$31K ﹤0.01%
861
-41
2198
$31K ﹤0.01%
939
-1,265
2199
$31K ﹤0.01%
+200
2200
$31K ﹤0.01%
162
-443
86 87
88
89 90