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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
2626
$1K ﹤0.01%
+44
2627
$1K ﹤0.01%
+111
2628
$1K ﹤0.01%
+300
2629
$1K ﹤0.01%
+1
2630
$1K ﹤0.01%
50
-11,405
2631
$1K ﹤0.01%
+8
2632
$1K ﹤0.01%
+27
2633
$1K ﹤0.01%
+40
2634
$1K ﹤0.01%
12
-48
2635
$1K ﹤0.01%
+78
2636
$1K ﹤0.01%
+54
2637
$1K ﹤0.01%
+150
2638
$1K ﹤0.01%
+218
2639
$1K ﹤0.01%
251
-54
2640
$1K ﹤0.01%
+47
2641
$1K ﹤0.01%
+1
2642
$1K ﹤0.01%
40
-52
2643
– –
-150
2644
– –
-44
2645
– –
-25,583
2646
– –
-594
2647
– –
-1,392
2648
– –
-82,901
2649
– –
-157
2650
– –
-835
104 105
106
107 108