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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
1551
$26K ﹤0.01%
401
+396
1552
$26K ﹤0.01%
429
-183,375
1553
$26K ﹤0.01%
+530
1554
$26K ﹤0.01%
+781
1555
$26K ﹤0.01%
+388
1556
$25K ﹤0.01%
+400
1557
$25K ﹤0.01%
1,362
+942
1558
$25K ﹤0.01%
+111
1559
$25K ﹤0.01%
241
+219
1560
$25K ﹤0.01%
579
+345
1561
$25K ﹤0.01%
1,517
-1,051
1562
$25K ﹤0.01%
+661
1563
$25K ﹤0.01%
254
+230
1564
$25K ﹤0.01%
+909
1565
$25K ﹤0.01%
1,143
-15,736
1566
$25K ﹤0.01%
1,098
+1,024
1567
$25K ﹤0.01%
+495
1568
$25K ﹤0.01%
1,096
-34,934
1569
$25K ﹤0.01%
+258
1570
$25K ﹤0.01%
200
+170
1571
$24K ﹤0.01%
263
+221
1572
$24K ﹤0.01%
1,116
-8,098
1573
$24K ﹤0.01%
+120
1574
$24K ﹤0.01%
750
-1,022
1575
$24K ﹤0.01%
+904
61 62
63
64 65