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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
1126
$79K ﹤0.01%
448
+32
1127
$79K ﹤0.01%
694
+591
1128
$79K ﹤0.01%
+5,152
1129
$78K ﹤0.01%
1,371
+1,133
1130
$78K ﹤0.01%
+247
1131
$78K ﹤0.01%
5,525
-10,046
1132
$78K ﹤0.01%
3,580
+2,627
1133
$77K ﹤0.01%
908
+93
1134
$77K ﹤0.01%
1,462
-2,714
1135
$77K ﹤0.01%
4,203
-6,030
1136
$77K ﹤0.01%
4,182
+3,626
1137
$77K ﹤0.01%
6,713
+3,016
1138
$76K ﹤0.01%
1,140
+900
1139
$76K ﹤0.01%
4,041
-2,178
1140
$76K ﹤0.01%
+1,218
1141
$76K ﹤0.01%
2,914
+1,989
1142
$76K ﹤0.01%
3,094
-32,043
1143
$76K ﹤0.01%
3,038
-22,930
1144
$76K ﹤0.01%
+6,173
1145
$76K ﹤0.01%
1,676
+1,476
1146
$76K ﹤0.01%
+2,298
1147
$75K ﹤0.01%
+3,713
1148
$75K ﹤0.01%
10,543
+9,543
1149
$75K ﹤0.01%
2,448
+2,248
1150
$75K ﹤0.01%
665
+489
44 45
46
47 48