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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
2451
$22K ﹤0.01%
1,813
+179
2452
$22K ﹤0.01%
16,414
-885
2453
$22K ﹤0.01%
16
-6
2454
$22K ﹤0.01%
279
-3
2455
$21K ﹤0.01%
1,177
+421
2456
$21K ﹤0.01%
1,391
+695
2457
$21K ﹤0.01%
5,006
+1,154
2458
$21K ﹤0.01%
710
-238
2459
$21K ﹤0.01%
328
-314
2460
$21K ﹤0.01%
197
-133
2461
$21K ﹤0.01%
1,237
-448
2462
$21K ﹤0.01%
325
+174
2463
$21K ﹤0.01%
218
-28
2464
$21K ﹤0.01%
612
-6
2465
$21K ﹤0.01%
887
-36
2466
$21K ﹤0.01%
412
+7
2467
$21K ﹤0.01%
1,638
2468
$21K ﹤0.01%
3,408
2469
$21K ﹤0.01%
2,190
2470
$21K ﹤0.01%
+728
2471
$21K ﹤0.01%
869
-42
2472
$21K ﹤0.01%
484
-306
2473
$21K ﹤0.01%
285
-54
2474
$21K ﹤0.01%
1,486
+324
2475
$21K ﹤0.01%
905
-71
97 98
99
100 101