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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
1651
$21K ﹤0.01%
66
-119
1652
$21K ﹤0.01%
+42
1653
$20K ﹤0.01%
+200
1654
$20K ﹤0.01%
+855
1655
$20K ﹤0.01%
350
+155
1656
$20K ﹤0.01%
386
+96
1657
$20K ﹤0.01%
+364
1658
$20K ﹤0.01%
+959
1659
$20K ﹤0.01%
171
-708
1660
$20K ﹤0.01%
+462
1661
$20K ﹤0.01%
129
+118
1662
$20K ﹤0.01%
+566
1663
$20K ﹤0.01%
+1,076
1664
$20K ﹤0.01%
625
+597
1665
$20K ﹤0.01%
56
+39
1666
$20K ﹤0.01%
901
-11,909
1667
$20K ﹤0.01%
+176
1668
$20K ﹤0.01%
+585
1669
$20K ﹤0.01%
800
-1,033
1670
$20K ﹤0.01%
+500
1671
$20K ﹤0.01%
1,243
-11,386
1672
$20K ﹤0.01%
+1,000
1673
$20K ﹤0.01%
+449
1674
$20K ﹤0.01%
264
+221
1675
$20K ﹤0.01%
+490
65 66
67
68 69