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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
1076
$95K ﹤0.01%
4,827
+2,527
1077
$95K ﹤0.01%
+1,650
1078
$94K ﹤0.01%
1,092
+771
1079
$92K ﹤0.01%
831
+710
1080
$92K ﹤0.01%
+2,494
1081
$91K ﹤0.01%
2,273
+1,848
1082
$91K ﹤0.01%
+1,317
1083
$91K ﹤0.01%
560
-25
1084
$91K ﹤0.01%
+2,786
1085
$91K ﹤0.01%
10,685
+8,455
1086
$90K ﹤0.01%
3,125
-126
1087
$90K ﹤0.01%
+1,264
1088
$90K ﹤0.01%
1,924
+1,374
1089
$90K ﹤0.01%
+13,424
1090
$89K ﹤0.01%
5,328
+5,008
1091
$89K ﹤0.01%
829
+729
1092
$89K ﹤0.01%
+2,091
1093
$89K ﹤0.01%
1,661
+929
1094
$89K ﹤0.01%
512
+389
1095
$88K ﹤0.01%
1,450
+1,000
1096
$88K ﹤0.01%
+1,263
1097
$87K ﹤0.01%
+15,691
1098
$87K ﹤0.01%
12,841
-4,797
1099
$87K ﹤0.01%
4,208
+3,101
1100
$87K ﹤0.01%
+1,182
42 43
44
45 46