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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
951
$137K ﹤0.01%
678
+509
952
$137K ﹤0.01%
+3,537
953
$137K ﹤0.01%
5,584
+5,242
954
$136K ﹤0.01%
290
+40
955
$136K ﹤0.01%
+9,608
956
$136K ﹤0.01%
1,392
+1,365
957
$135K ﹤0.01%
8,996
+1,795
958
$134K ﹤0.01%
1,590
+810
959
$134K ﹤0.01%
7,871
+7,196
960
$134K ﹤0.01%
9,500
-192,303
961
$134K ﹤0.01%
+32
962
$134K ﹤0.01%
+4,351
963
$133K ﹤0.01%
2,676
+2,651
964
$132K ﹤0.01%
3,864
-61,194
965
$131K ﹤0.01%
1,034
-1,286
966
$131K ﹤0.01%
670
+162
967
$131K ﹤0.01%
475
+317
968
$130K ﹤0.01%
+2,500
969
$130K ﹤0.01%
+2,381
970
$130K ﹤0.01%
+5,000
971
$129K ﹤0.01%
1,422
-19,364
972
$129K ﹤0.01%
+2,761
973
$128K ﹤0.01%
3,341
+2,084
974
$128K ﹤0.01%
2,266
+1,992
975
$128K ﹤0.01%
+1,154
37 38
39
40 41