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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
1826
$13K ﹤0.01%
122
-41,071
1827
$13K ﹤0.01%
220
-1,280
1828
$13K ﹤0.01%
602
-114,350
1829
$13K ﹤0.01%
+72
1830
$13K ﹤0.01%
+341
1831
$13K ﹤0.01%
+330
1832
$13K ﹤0.01%
2,200
+1,200
1833
$13K ﹤0.01%
297
+285
1834
$13K ﹤0.01%
343
+126
1835
$13K ﹤0.01%
+467
1836
$13K ﹤0.01%
+100
1837
$13K ﹤0.01%
+232
1838
$13K ﹤0.01%
+266
1839
$13K ﹤0.01%
320
+55
1840
$13K ﹤0.01%
+169
1841
$13K ﹤0.01%
96
+63
1842
$13K ﹤0.01%
388
+322
1843
$13K ﹤0.01%
558
+274
1844
$13K ﹤0.01%
1,829
+1,341
1845
$13K ﹤0.01%
1,569
-10,332
1846
$13K ﹤0.01%
471
+271
1847
$13K ﹤0.01%
+701
1848
$13K ﹤0.01%
130
+109
1849
$13K ﹤0.01%
+200
1850
$13K ﹤0.01%
+455
72 73
74
75 76