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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
1601
$23K ﹤0.01%
+589
1602
$23K ﹤0.01%
249
-251
1603
$23K ﹤0.01%
+846
1604
$23K ﹤0.01%
+851
1605
$23K ﹤0.01%
73
-184
1606
$23K ﹤0.01%
+758
1607
$23K ﹤0.01%
+1,000
1608
$23K ﹤0.01%
454
+369
1609
$23K ﹤0.01%
147
-11,319
1610
$23K ﹤0.01%
+1,000
1611
$23K ﹤0.01%
+601
1612
$22K ﹤0.01%
524
+239
1613
$22K ﹤0.01%
153
-747
1614
$22K ﹤0.01%
+814
1615
$22K ﹤0.01%
105
-107
1616
$22K ﹤0.01%
332
-728
1617
$22K ﹤0.01%
+1,934
1618
$22K ﹤0.01%
+23
1619
$22K ﹤0.01%
265
+96
1620
$22K ﹤0.01%
258
-285
1621
$22K ﹤0.01%
468
+341
1622
$22K ﹤0.01%
+1,290
1623
$22K ﹤0.01%
+675
1624
$22K ﹤0.01%
856
-2,728
1625
$22K ﹤0.01%
1,056
-637,225
63 64
65
66 67