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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
1726
$17K ﹤0.01%
+108
1727
$17K ﹤0.01%
+840
1728
$17K ﹤0.01%
735
+138
1729
$17K ﹤0.01%
+1,650
1730
$17K ﹤0.01%
679
+388
1731
$17K ﹤0.01%
260
+224
1732
$17K ﹤0.01%
+236
1733
$17K ﹤0.01%
126
+53
1734
$17K ﹤0.01%
+221
1735
$17K ﹤0.01%
1,052
-92,966
1736
$17K ﹤0.01%
1,208
-8,076
1737
$17K ﹤0.01%
181
-229
1738
$17K ﹤0.01%
+228
1739
$17K ﹤0.01%
+26
1740
$17K ﹤0.01%
1,554
+796
1741
$17K ﹤0.01%
+1,050
1742
$17K ﹤0.01%
327
+79
1743
$16K ﹤0.01%
+529
1744
$16K ﹤0.01%
+213
1745
$16K ﹤0.01%
950
-99,679
1746
$16K ﹤0.01%
+300
1747
$16K ﹤0.01%
+593
1748
$16K ﹤0.01%
108
+89
1749
$16K ﹤0.01%
775
-152
1750
$16K ﹤0.01%
53
-11,385
68 69
70
71 72