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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
1801
$15K ﹤0.01%
+3,504
1802
$15K ﹤0.01%
+188
1803
$14K ﹤0.01%
+305
1804
$14K ﹤0.01%
+346
1805
$14K ﹤0.01%
211
+197
1806
$14K ﹤0.01%
506
+452
1807
$14K ﹤0.01%
+840
1808
$14K ﹤0.01%
+1,292
1809
$14K ﹤0.01%
+394
1810
$14K ﹤0.01%
302
-854
1811
$14K ﹤0.01%
193
+4
1812
$14K ﹤0.01%
+1,064
1813
$14K ﹤0.01%
164
-336
1814
$14K ﹤0.01%
793
-14,796
1815
$14K ﹤0.01%
+29
1816
$14K ﹤0.01%
+127
1817
$14K ﹤0.01%
1,031
-41,898
1818
$14K ﹤0.01%
54
+47
1819
$14K ﹤0.01%
+1,000
1820
$14K ﹤0.01%
1,463
+137
1821
$14K ﹤0.01%
+1,470
1822
$13K ﹤0.01%
+270
1823
$13K ﹤0.01%
126
-2,985
1824
$13K ﹤0.01%
+1,233
1825
$13K ﹤0.01%
579
71 72
73
74 75