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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
1376
$41K ﹤0.01%
308
+198
1377
$40K ﹤0.01%
+865
1378
$40K ﹤0.01%
+669
1379
$40K ﹤0.01%
1,464
-35,368
1380
$40K ﹤0.01%
+758
1381
$40K ﹤0.01%
+834
1382
$40K ﹤0.01%
+660
1383
$40K ﹤0.01%
1,748
+1,728
1384
$40K ﹤0.01%
199
+186
1385
$40K ﹤0.01%
1,294
-7,874
1386
$40K ﹤0.01%
817
+47
1387
$39K ﹤0.01%
+2,098
1388
$39K ﹤0.01%
1,160
-8,432
1389
$39K ﹤0.01%
197
+78
1390
$39K ﹤0.01%
+1,037
1391
$39K ﹤0.01%
1,049
-127
1392
$39K ﹤0.01%
189
+159
1393
$39K ﹤0.01%
+1,545
1394
$38K ﹤0.01%
325
+290
1395
$38K ﹤0.01%
+979
1396
$38K ﹤0.01%
449
+437
1397
$38K ﹤0.01%
385
+312
1398
$38K ﹤0.01%
986
-1,570
1399
$38K ﹤0.01%
+67
1400
$38K ﹤0.01%
633
-1,897
54 55
56
57 58