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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
1851
$13K ﹤0.01%
+200
1852
$13K ﹤0.01%
243
+92
1853
$13K ﹤0.01%
1,417
1854
$13K ﹤0.01%
491
-446,934
1855
$13K ﹤0.01%
109
-92
1856
$13K ﹤0.01%
229
+195
1857
$13K ﹤0.01%
733
+529
1858
$13K ﹤0.01%
100
-3,000
1859
$13K ﹤0.01%
+688
1860
$12K ﹤0.01%
+595
1861
$12K ﹤0.01%
+50
1862
$12K ﹤0.01%
70
+2
1863
$12K ﹤0.01%
+1,377
1864
$12K ﹤0.01%
+366
1865
$12K ﹤0.01%
+156
1866
$12K ﹤0.01%
928
-307
1867
$12K ﹤0.01%
+404
1868
$12K ﹤0.01%
+4
1869
$12K ﹤0.01%
231
-52,953
1870
$12K ﹤0.01%
+375
1871
$12K ﹤0.01%
86
-102
1872
$12K ﹤0.01%
443
-494
1873
$12K ﹤0.01%
592
+526
1874
$12K ﹤0.01%
+719
1875
$12K ﹤0.01%
+18
73 74
75
76 77