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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
2351
$25K ﹤0.01%
828
+159
2352
$25K ﹤0.01%
1,154
-136,750
2353
$25K ﹤0.01%
172
+28
2354
$25K ﹤0.01%
2,856
+123
2355
$25K ﹤0.01%
1,227
2356
$25K ﹤0.01%
147
2357
$25K ﹤0.01%
1,737
2358
$25K ﹤0.01%
699
+295
2359
$25K ﹤0.01%
946
-185
2360
$24K ﹤0.01%
1,056
2361
$24K ﹤0.01%
1,313
+1,131
2362
$24K ﹤0.01%
843
+166
2363
$24K ﹤0.01%
773
2364
$24K ﹤0.01%
524
2365
$24K ﹤0.01%
310
-582
2366
$24K ﹤0.01%
856
-220
2367
$24K ﹤0.01%
98
2368
$24K ﹤0.01%
817
+631
2369
$24K ﹤0.01%
533
+138
2370
$24K ﹤0.01%
289
+136
2371
$24K ﹤0.01%
1,280
+175
2372
$24K ﹤0.01%
135
-21
2373
$24K ﹤0.01%
2,032
-153
2374
$24K ﹤0.01%
105
-16
2375
$24K ﹤0.01%
410
-4
93 94
95
96 97