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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
2526
$1K ﹤0.01%
+1
2527
$1K ﹤0.01%
59
-126
2528
$1K ﹤0.01%
+263
2529
$1K ﹤0.01%
300
-300
2530
$1K ﹤0.01%
162
-314
2531
$1K ﹤0.01%
+37
2532
$1K ﹤0.01%
30
-122
2533
$1K ﹤0.01%
+7
2534
$1K ﹤0.01%
46
+29
2535
$1K ﹤0.01%
+21
2536
$1K ﹤0.01%
+60
2537
$1K ﹤0.01%
+253
2538
$1K ﹤0.01%
57
-5
2539
$1K ﹤0.01%
+35
2540
$1K ﹤0.01%
8
-18
2541
$1K ﹤0.01%
55
-20,167
2542
$1K ﹤0.01%
45
-119
2543
$1K ﹤0.01%
+148
2544
$1K ﹤0.01%
29
-3,620
2545
$1K ﹤0.01%
21
+6
2546
$1K ﹤0.01%
+16
2547
$1K ﹤0.01%
12
2548
$1K ﹤0.01%
33
2549
$1K ﹤0.01%
25
-154
2550
$1K ﹤0.01%
+18
100 101
102
103 104