We are live on ! Find out more
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
2551
$1K ﹤0.01%
+8
2552
$1K ﹤0.01%
+68
2553
$1K ﹤0.01%
69
-172
2554
$1K ﹤0.01%
+27
2555
$1K ﹤0.01%
+21
2556
$1K ﹤0.01%
+13
2557
$1K ﹤0.01%
10
2558
$1K ﹤0.01%
3
-2
2559
$1K ﹤0.01%
86
-5,475
2560
$1K ﹤0.01%
+100
2561
$1K ﹤0.01%
+11
2562
$1K ﹤0.01%
+40
2563
$1K ﹤0.01%
80
+24
2564
$1K ﹤0.01%
+82
2565
$1K ﹤0.01%
+52
2566
$1K ﹤0.01%
+122
2567
$1K ﹤0.01%
20
-197
2568
$1K ﹤0.01%
36
2569
$1K ﹤0.01%
+70
2570
$1K ﹤0.01%
+18
2571
$1K ﹤0.01%
+48
2572
$1K ﹤0.01%
+30
2573
$1K ﹤0.01%
+9
2574
– –
0
2575
$1K ﹤0.01%
+82
101 102
103
104 105