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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
2576
$1K ﹤0.01%
+42
2577
$1K ﹤0.01%
+22
2578
$1K ﹤0.01%
+50
2579
$1K ﹤0.01%
+45
2580
$1K ﹤0.01%
6
-4
2581
$1K ﹤0.01%
11
-471
2582
$1K ﹤0.01%
+77
2583
$1K ﹤0.01%
+8
2584
$1K ﹤0.01%
+49
2585
$1K ﹤0.01%
5
-11
2586
$1K ﹤0.01%
22
-85
2587
$1K ﹤0.01%
+59
2588
$1K ﹤0.01%
+21
2589
$1K ﹤0.01%
+10
2590
$1K ﹤0.01%
+19
2591
$1K ﹤0.01%
+8
2592
$1K ﹤0.01%
28
-210
2593
$1K ﹤0.01%
+27
2594
$1K ﹤0.01%
75
+39
2595
$1K ﹤0.01%
14
+8
2596
$1K ﹤0.01%
+74
2597
$1K ﹤0.01%
+43
2598
– –
0
2599
$1K ﹤0.01%
13
+5
2600
$1K ﹤0.01%
16
-7
102 103
104
105 106