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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
1276
$53K ﹤0.01%
252
-2
1277
$53K ﹤0.01%
+2,553
1278
$53K ﹤0.01%
758
-3,425
1279
$53K ﹤0.01%
+2,262
1280
$52K ﹤0.01%
6,300
+6,220
1281
$52K ﹤0.01%
1,991
-35,369
1282
$52K ﹤0.01%
1,166
-209
1283
$52K ﹤0.01%
298
+283
1284
$52K ﹤0.01%
+1,250
1285
$52K ﹤0.01%
+390
1286
$51K ﹤0.01%
908
-13,326
1287
$51K ﹤0.01%
790
+525
1288
$51K ﹤0.01%
2,741
-447,075
1289
$51K ﹤0.01%
711
+367
1290
$50K ﹤0.01%
3,983
-12,199
1291
$50K ﹤0.01%
+580
1292
$50K ﹤0.01%
4,742
-54,282
1293
$50K ﹤0.01%
2,791
-18,848
1294
$50K ﹤0.01%
805
+674
1295
$50K ﹤0.01%
527
-357
1296
$50K ﹤0.01%
+2,962
1297
$50K ﹤0.01%
5,350
+5,150
1298
$50K ﹤0.01%
1,039
+909
1299
$50K ﹤0.01%
+1,530
1300
$50K ﹤0.01%
1,009
+167
50 51
52
53 54