We are live on ! Find out more
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
1451
$33K ﹤0.01%
363
+325
1452
$33K ﹤0.01%
1,969
+1,900
1453
$33K ﹤0.01%
+637
1454
$33K ﹤0.01%
+492
1455
$33K ﹤0.01%
786
-6,789
1456
$33K ﹤0.01%
134
-1,045
1457
$33K ﹤0.01%
457
-416
1458
$33K ﹤0.01%
582
-228,292
1459
$33K ﹤0.01%
1,000
1460
$32K ﹤0.01%
532
-28
1461
$32K ﹤0.01%
+275
1462
$32K ﹤0.01%
+684
1463
$32K ﹤0.01%
445
-193,090
1464
$32K ﹤0.01%
+438
1465
$32K ﹤0.01%
136
+128
1466
$32K ﹤0.01%
995
+925
1467
$32K ﹤0.01%
98
+78
1468
$32K ﹤0.01%
896
+124
1469
$32K ﹤0.01%
1,325
+982
1470
$32K ﹤0.01%
354
+302
1471
$32K ﹤0.01%
477
+277
1472
$32K ﹤0.01%
1,142
+704
1473
$32K ﹤0.01%
+1,792
1474
$32K ﹤0.01%
518
+305
1475
$32K ﹤0.01%
383
-508
57 58
59
60 61