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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
2426
$22K ﹤0.01%
227
+40
2427
$22K ﹤0.01%
4,357
+220
2428
$22K ﹤0.01%
216
-78
2429
$22K ﹤0.01%
393
+8
2430
$22K ﹤0.01%
2,500
+2,470
2431
$22K ﹤0.01%
884
+320
2432
$22K ﹤0.01%
1,269
+102
2433
$22K ﹤0.01%
2,401
2434
$22K ﹤0.01%
93
+4
2435
$22K ﹤0.01%
1,900
-352
2436
$22K ﹤0.01%
1,983
2437
$22K ﹤0.01%
2,115
+8
2438
$22K ﹤0.01%
390
2439
$22K ﹤0.01%
204
+36
2440
$22K ﹤0.01%
502
+500
2441
$22K ﹤0.01%
1,433
+329
2442
$22K ﹤0.01%
857
+102
2443
$22K ﹤0.01%
994
-550
2444
$22K ﹤0.01%
723
2445
$22K ﹤0.01%
989
-556
2446
$22K ﹤0.01%
769
-57
2447
$22K ﹤0.01%
730
+136
2448
$22K ﹤0.01%
358
+36
2449
$22K ﹤0.01%
1,198
2450
$22K ﹤0.01%
1,326
96 97
98
99 100