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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
1676
$20K ﹤0.01%
229
-102
1677
$19K ﹤0.01%
+358
1678
$19K ﹤0.01%
579
-15,406
1679
$19K ﹤0.01%
1,000
+460
1680
$19K ﹤0.01%
+380
1681
$19K ﹤0.01%
+126
1682
$19K ﹤0.01%
1,103
+881
1683
$19K ﹤0.01%
+350
1684
$19K ﹤0.01%
+347
1685
$19K ﹤0.01%
+700
1686
$19K ﹤0.01%
+8,410
1687
$19K ﹤0.01%
200
-664
1688
$19K ﹤0.01%
+300
1689
$19K ﹤0.01%
+683
1690
$19K ﹤0.01%
100
-14,423
1691
$19K ﹤0.01%
499
+421
1692
$18K ﹤0.01%
469
+442
1693
$18K ﹤0.01%
+208
1694
$18K ﹤0.01%
+286
1695
$18K ﹤0.01%
+201
1696
$18K ﹤0.01%
547
+301
1697
$18K ﹤0.01%
+300
1698
$18K ﹤0.01%
105
+102
1699
$18K ﹤0.01%
+87
1700
$18K ﹤0.01%
795
+540
66 67
68
69 70