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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
1176
$68K ﹤0.01%
+3,649
1177
$68K ﹤0.01%
789
+261
1178
$68K ﹤0.01%
+5,916
1179
$68K ﹤0.01%
1,147
+971
1180
$67K ﹤0.01%
1,205
+1,043
1181
$67K ﹤0.01%
521
+84
1182
$67K ﹤0.01%
266
+256
1183
$67K ﹤0.01%
840
-970
1184
$67K ﹤0.01%
1,117
+1,049
1185
$67K ﹤0.01%
326
+283
1186
$67K ﹤0.01%
700
+49
1187
$66K ﹤0.01%
486
+41
1188
$66K ﹤0.01%
+4,169
1189
$66K ﹤0.01%
+11,949
1190
$66K ﹤0.01%
2,071
+2,040
1191
$66K ﹤0.01%
1,114
+861
1192
$66K ﹤0.01%
908
-3,758
1193
$66K ﹤0.01%
+2,316
1194
$66K ﹤0.01%
2,648
+2,642
1195
$65K ﹤0.01%
+1,778
1196
$65K ﹤0.01%
+1,734
1197
$65K ﹤0.01%
484
+426
1198
$64K ﹤0.01%
+5,660
1199
$64K ﹤0.01%
562
+509
1200
$64K ﹤0.01%
633
+414
46 47
48
49 50