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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
2326
$26K ﹤0.01%
228
+26
2327
$26K ﹤0.01%
626
+12
2328
$26K ﹤0.01%
537
2329
$26K ﹤0.01%
977
+11
2330
$26K ﹤0.01%
2,495
+450
2331
$26K ﹤0.01%
2,729
+159
2332
$26K ﹤0.01%
782
+113
2333
$26K ﹤0.01%
629
+171
2334
$25K ﹤0.01%
1,688
+50
2335
$25K ﹤0.01%
983
+343
2336
$25K ﹤0.01%
2,213
-258
2337
$25K ﹤0.01%
1,256
+59
2338
$25K ﹤0.01%
367
+28
2339
$25K ﹤0.01%
1,522
+677
2340
$25K ﹤0.01%
293
+46
2341
$25K ﹤0.01%
500
2342
$25K ﹤0.01%
286
+6
2343
$25K ﹤0.01%
573
2344
$25K ﹤0.01%
455
-70
2345
$25K ﹤0.01%
259
+17
2346
$25K ﹤0.01%
1,995
+136
2347
$25K ﹤0.01%
918
+27
2348
$25K ﹤0.01%
913
+176
2349
$25K ﹤0.01%
2,286
+831
2350
$25K ﹤0.01%
771
+258
92 93
94
95 96