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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
1876
$12K ﹤0.01%
194
+39
1877
$12K ﹤0.01%
+1,000
1878
$12K ﹤0.01%
+244
1879
$12K ﹤0.01%
+90
1880
$12K ﹤0.01%
+480
1881
$12K ﹤0.01%
73
-122
1882
$12K ﹤0.01%
442
-1,764
1883
$12K ﹤0.01%
+235
1884
$12K ﹤0.01%
130
+106
1885
$12K ﹤0.01%
+62
1886
$12K ﹤0.01%
+2,000
1887
$12K ﹤0.01%
+273
1888
$12K ﹤0.01%
+450
1889
$11K ﹤0.01%
728
-4,172
1890
$11K ﹤0.01%
1,500
+1,300
1891
$11K ﹤0.01%
+305
1892
$11K ﹤0.01%
+230
1893
$11K ﹤0.01%
1,148
-2,200
1894
$11K ﹤0.01%
+204
1895
$11K ﹤0.01%
+765
1896
$11K ﹤0.01%
+95
1897
$11K ﹤0.01%
328
-717
1898
$11K ﹤0.01%
140
-313
1899
$11K ﹤0.01%
+487
1900
$11K ﹤0.01%
+850
74 75
76
77 78