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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
1251
$56K ﹤0.01%
152
-15
1252
$56K ﹤0.01%
+934
1253
$56K ﹤0.01%
+2,095
1254
$56K ﹤0.01%
+1,306
1255
$56K ﹤0.01%
+435
1256
$56K ﹤0.01%
791
-582
1257
$55K ﹤0.01%
998
-166
1258
$55K ﹤0.01%
4,031
-1,745
1259
$55K ﹤0.01%
839
-652
1260
$55K ﹤0.01%
1,234
-217,137
1261
$55K ﹤0.01%
5,185
+4,505
1262
$55K ﹤0.01%
+249
1263
$55K ﹤0.01%
2,433
1264
$55K ﹤0.01%
2,930
+2,898
1265
$55K ﹤0.01%
581
-3,362
1266
$55K ﹤0.01%
625
+621
1267
$55K ﹤0.01%
2,501
+2,315
1268
$55K ﹤0.01%
1,992
+1,259
1269
$54K ﹤0.01%
293
+191
1270
$54K ﹤0.01%
+3,413
1271
$54K ﹤0.01%
+241
1272
$54K ﹤0.01%
+609
1273
$53K ﹤0.01%
536
-185,604
1274
$53K ﹤0.01%
+850
1275
$53K ﹤0.01%
1,417
-993
49 50
51
52 53