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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
2376
$24K ﹤0.01%
2,023
+234
2377
$24K ﹤0.01%
779
-291
2378
$24K ﹤0.01%
1,582
-62
2379
$24K ﹤0.01%
2,384
-39
2380
$24K ﹤0.01%
495
+172
2381
$24K ﹤0.01%
860
+93
2382
$24K ﹤0.01%
259
+75
2383
$24K ﹤0.01%
425
2384
$24K ﹤0.01%
313
-157
2385
$24K ﹤0.01%
200
2386
$24K ﹤0.01%
514
+392
2387
$24K ﹤0.01%
2,584
-72
2388
$24K ﹤0.01%
454
+75
2389
$23K ﹤0.01%
1,160
+93
2390
$23K ﹤0.01%
400
+300
2391
$23K ﹤0.01%
906
+889
2392
$23K ﹤0.01%
157
-31
2393
$23K ﹤0.01%
747
+489
2394
$23K ﹤0.01%
1,189
-11
2395
$23K ﹤0.01%
587
+41
2396
$23K ﹤0.01%
3,000
2397
$23K ﹤0.01%
1,032
-197
2398
$23K ﹤0.01%
1,746
2399
$23K ﹤0.01%
532
-17
2400
$23K ﹤0.01%
611
94 95
96
97 98