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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
1401
$38K ﹤0.01%
1,548
-37
1402
$38K ﹤0.01%
+4,408
1403
$38K ﹤0.01%
1,243
-152,100
1404
$38K ﹤0.01%
360
-130,320
1405
$38K ﹤0.01%
+818
1406
$38K ﹤0.01%
+1,493
1407
$38K ﹤0.01%
+1,281
1408
$38K ﹤0.01%
284
+165
1409
$38K ﹤0.01%
+903
1410
$38K ﹤0.01%
+2,000
1411
$38K ﹤0.01%
917
+864
1412
$38K ﹤0.01%
+1,857
1413
$37K ﹤0.01%
989
-13,570
1414
$37K ﹤0.01%
3,620
-149,200
1415
$37K ﹤0.01%
169
+165
1416
$37K ﹤0.01%
+2,934
1417
$37K ﹤0.01%
957
+742
1418
$37K ﹤0.01%
+177
1419
$37K ﹤0.01%
788
+488
1420
$36K ﹤0.01%
1,027
+697
1421
$36K ﹤0.01%
+362
1422
$36K ﹤0.01%
477
+465
1423
$36K ﹤0.01%
1,415
+1,292
1424
$36K ﹤0.01%
+676
1425
$36K ﹤0.01%
+2,333
55 56
57
58 59