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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
1701
$18K ﹤0.01%
+1,800
1702
$18K ﹤0.01%
296
+238
1703
$18K ﹤0.01%
920
+446
1704
$18K ﹤0.01%
58
-56
1705
$18K ﹤0.01%
+524
1706
– –
0
1707
$18K ﹤0.01%
+167
1708
$18K ﹤0.01%
1,002
+702
1709
$18K ﹤0.01%
1,000
-793
1710
$18K ﹤0.01%
1,205
+61
1711
$18K ﹤0.01%
481
-65,146
1712
$18K ﹤0.01%
+1,000
1713
$18K ﹤0.01%
294
-2,174
1714
$18K ﹤0.01%
181
+97
1715
$18K ﹤0.01%
202
-7,988
1716
$17K ﹤0.01%
+94
1717
$17K ﹤0.01%
263
-437
1718
$17K ﹤0.01%
+376
1719
$17K ﹤0.01%
534
+47
1720
$17K ﹤0.01%
434
-282,855
1721
$17K ﹤0.01%
267
-35,929
1722
$17K ﹤0.01%
203
+105
1723
$17K ﹤0.01%
+281
1724
$17K ﹤0.01%
+200
1725
$17K ﹤0.01%
+782
67 68
69
70 71