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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
2501
$2K ﹤0.01%
150
+19
2502
$2K ﹤0.01%
+32
2503
$2K ﹤0.01%
+3
2504
$2K ﹤0.01%
+50
2505
$1K ﹤0.01%
10
-8
2506
$1K ﹤0.01%
9
+2
2507
$1K ﹤0.01%
15
-135
2508
$1K ﹤0.01%
+55
2509
$1K ﹤0.01%
+16
2510
$1K ﹤0.01%
+53
2511
$1K ﹤0.01%
48
-11
2512
$1K ﹤0.01%
+54
2513
$1K ﹤0.01%
+4
2514
$1K ﹤0.01%
+27
2515
$1K ﹤0.01%
28
-37,324
2516
$1K ﹤0.01%
+27
2517
$1K ﹤0.01%
56
-89,511
2518
$1K ﹤0.01%
+94
2519
$1K ﹤0.01%
+83
2520
$1K ﹤0.01%
37
-61
2521
$1K ﹤0.01%
+75
2522
$1K ﹤0.01%
36
-1,722
2523
$1K ﹤0.01%
55
-308
2524
$1K ﹤0.01%
9
-65
2525
$1K ﹤0.01%
+20
99 100
101
102 103