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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
1776
$15K ﹤0.01%
62
+15
1777
$15K ﹤0.01%
+658
1778
$15K ﹤0.01%
586
-441
1779
$15K ﹤0.01%
325
+119
1780
$15K ﹤0.01%
+267
1781
$15K ﹤0.01%
+663
1782
$15K ﹤0.01%
+224
1783
$15K ﹤0.01%
260
-1,138
1784
$15K ﹤0.01%
+470
1785
$15K ﹤0.01%
+246
1786
$15K ﹤0.01%
719
+639
1787
$15K ﹤0.01%
+317
1788
$15K ﹤0.01%
273
1789
$15K ﹤0.01%
506
-124
1790
$15K ﹤0.01%
+200
1791
$15K ﹤0.01%
380
-104,625
1792
$15K ﹤0.01%
+400
1793
$15K ﹤0.01%
864
-8,504
1794
$15K ﹤0.01%
+2,000
1795
$15K ﹤0.01%
332
-67,616
1796
$15K ﹤0.01%
+337
1797
$15K ﹤0.01%
2,394
+2,291
1798
$15K ﹤0.01%
+764
1799
$15K ﹤0.01%
+967
1800
$15K ﹤0.01%
859
+636
70 71
72
73 74