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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
2601
$1K ﹤0.01%
33
-34
2602
$1K ﹤0.01%
52
-232
2603
$1K ﹤0.01%
20
-14,681
2604
$1K ﹤0.01%
+26
2605
$1K ﹤0.01%
+50
2606
$1K ﹤0.01%
5
-68
2607
$1K ﹤0.01%
+33
2608
$1K ﹤0.01%
10
-12,606
2609
$1K ﹤0.01%
+41
2610
$1K ﹤0.01%
14
-929
2611
$1K ﹤0.01%
62
2612
$1K ﹤0.01%
29
+10
2613
$1K ﹤0.01%
+25
2614
$1K ﹤0.01%
37
2615
$1K ﹤0.01%
+3
2616
$1K ﹤0.01%
18
-68
2617
$1K ﹤0.01%
+16
2618
$1K ﹤0.01%
+23
2619
$1K ﹤0.01%
10
-16
2620
$1K ﹤0.01%
227
+167
2621
$1K ﹤0.01%
34
-63,184
2622
$1K ﹤0.01%
50
+8
2623
$1K ﹤0.01%
+19
2624
$1K ﹤0.01%
+14
2625
– –
-13
103 104
105
106 107