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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
2401
$23K ﹤0.01%
4,503
-1,169
2402
$23K ﹤0.01%
8,950
2403
$23K ﹤0.01%
1,409
-586
2404
$23K ﹤0.01%
414
-21
2405
$23K ﹤0.01%
690
+128
2406
$23K ﹤0.01%
8,650
+5,711
2407
$23K ﹤0.01%
2,381
+153
2408
$23K ﹤0.01%
506
2409
$23K ﹤0.01%
816
+17
2410
$23K ﹤0.01%
205
-12
2411
$23K ﹤0.01%
240
+11
2412
$23K ﹤0.01%
+2,000
2413
$23K ﹤0.01%
261
-22
2414
$23K ﹤0.01%
211
+12
2415
$23K ﹤0.01%
1,016
-184
2416
$23K ﹤0.01%
3,713
+605
2417
$23K ﹤0.01%
821
-277
2418
$23K ﹤0.01%
400
+180
2419
$23K ﹤0.01%
+1,099
2420
$22K ﹤0.01%
495
+125
2421
$22K ﹤0.01%
921
+132
2422
$22K ﹤0.01%
961
+283
2423
$22K ﹤0.01%
280
+1
2424
$22K ﹤0.01%
147
-25
2425
$22K ﹤0.01%
4,053
95 96
97
98 99