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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
$12.5B
AUM Growth
+$8.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,518
New
Increased
Reduced
Closed

Top Buys

1
+$508M
2
+$455M
3
+$385M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$273M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$244M

Top Sells

1
+$152M
2
+$67.1M
3
+$67M
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$59.8M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$43.3M

Sector Composition

1 Technology 6.22%
2 Healthcare 4.83%
3 Financials 3.5%
4 Industrials 2.73%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2K ﹤0.01%
100
+92
2477
$2K ﹤0.01%
+438
2478
$2K ﹤0.01%
+384
2479
$2K ﹤0.01%
32
-194
2480
$2K ﹤0.01%
21
+6
2481
$2K ﹤0.01%
258
-1,040
2482
$2K ﹤0.01%
88
+39
2483
$2K ﹤0.01%
+124
2484
$2K ﹤0.01%
+188
2485
$2K ﹤0.01%
86
-94
2486
$2K ﹤0.01%
+22
2487
$2K ﹤0.01%
+56
2488
$2K ﹤0.01%
+25
2489
$2K ﹤0.01%
58
+38
2490
$2K ﹤0.01%
+6
2491
$2K ﹤0.01%
+20
2492
$2K ﹤0.01%
+75
2493
$2K ﹤0.01%
+33
2494
$2K ﹤0.01%
+148
2495
$2K ﹤0.01%
34
2496
$2K ﹤0.01%
295
+265
2497
$2K ﹤0.01%
7
+4
2498
$2K ﹤0.01%
+197
2499
$2K ﹤0.01%
43
-6
2500
$2K ﹤0.01%
30
-346
98 99
100
101 102