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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
1226
$59K ﹤0.01%
+2,092
1227
$59K ﹤0.01%
+555
1228
$59K ﹤0.01%
541
-112,232
1229
$59K ﹤0.01%
2,389
+2,250
1230
$58K ﹤0.01%
602
+582
1231
$58K ﹤0.01%
319
+303
1232
$58K ﹤0.01%
124
+17
1233
$58K ﹤0.01%
904
+527
1234
$58K ﹤0.01%
5,489
+2,581
1235
$57K ﹤0.01%
649
+259
1236
$57K ﹤0.01%
126
+13
1237
$57K ﹤0.01%
625
-567
1238
$57K ﹤0.01%
+3,724
1239
$57K ﹤0.01%
5,635
-289,823
1240
$57K ﹤0.01%
1,719
+711
1241
$57K ﹤0.01%
1,251
-285
1242
$57K ﹤0.01%
+1,269
1243
$57K ﹤0.01%
3,881
-9,567
1244
$57K ﹤0.01%
341
+339
1245
$57K ﹤0.01%
2,285
+1,788
1246
$57K ﹤0.01%
+157
1247
$56K ﹤0.01%
328
+228
1248
$56K ﹤0.01%
320
+255
1249
$56K ﹤0.01%
3,323
+2,496
1250
$56K ﹤0.01%
+614
48 49
50
51 52