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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
876
$175K ﹤0.01%
+562
877
$175K ﹤0.01%
1,238
+1,142
878
$175K ﹤0.01%
+4,143
879
$174K ﹤0.01%
8,890
+8,744
880
$174K ﹤0.01%
2,887
-6,534
881
$173K ﹤0.01%
+1,728
882
$173K ﹤0.01%
+4,450
883
$172K ﹤0.01%
11,352
-21,780
884
$172K ﹤0.01%
2,286
+119
885
$172K ﹤0.01%
+4,320
886
$171K ﹤0.01%
5,192
+1,208
887
$171K ﹤0.01%
4,530
+735
888
$171K ﹤0.01%
1,322
-260
889
$170K ﹤0.01%
1,038
+796
890
$169K ﹤0.01%
+3,321
891
$169K ﹤0.01%
6,475
-1,072,104
892
$167K ﹤0.01%
9,588
-944,870
893
$167K ﹤0.01%
1,428
-5,834
894
$167K ﹤0.01%
+1,272
895
$166K ﹤0.01%
6,205
-1,434,738
896
$166K ﹤0.01%
849
+599
897
$166K ﹤0.01%
1,543
+511
898
$164K ﹤0.01%
2,828
+949
899
$164K ﹤0.01%
1,456
-401,224
900
$162K ﹤0.01%
866
+755
34 35
36
37 38