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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
1901
$11K ﹤0.01%
616
+558
1902
$11K ﹤0.01%
656
+397
1903
$11K ﹤0.01%
+191
1904
$11K ﹤0.01%
209
-1,067
1905
$11K ﹤0.01%
+370
1906
$11K ﹤0.01%
105
+34
1907
$11K ﹤0.01%
+1,558
1908
$11K ﹤0.01%
88
-412
1909
$11K ﹤0.01%
+184
1910
$11K ﹤0.01%
296
+19
1911
$11K ﹤0.01%
+663
1912
$11K ﹤0.01%
+300
1913
$11K ﹤0.01%
73
+58
1914
$11K ﹤0.01%
+600
1915
$11K ﹤0.01%
+1,120
1916
$11K ﹤0.01%
+150
1917
$11K ﹤0.01%
1,105
-6,433
1918
$11K ﹤0.01%
+297
1919
$11K ﹤0.01%
+6
1920
$11K ﹤0.01%
+380
1921
$11K ﹤0.01%
29
+17
1922
$11K ﹤0.01%
+164
1923
$11K ﹤0.01%
+1,199
1924
$11K ﹤0.01%
725
1925
$11K ﹤0.01%
+159
75 76
77
78 79