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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
1951
$10K ﹤0.01%
+111
1952
$10K ﹤0.01%
+287
1953
$10K ﹤0.01%
2,265
-366,212
1954
$10K ﹤0.01%
+470
1955
$10K ﹤0.01%
+10
1956
$10K ﹤0.01%
2,613
-264
1957
$10K ﹤0.01%
+81
1958
$10K ﹤0.01%
+121
1959
$10K ﹤0.01%
56
+44
1960
$10K ﹤0.01%
+462
1961
$10K ﹤0.01%
72
-19
1962
$10K ﹤0.01%
196
+120
1963
$10K ﹤0.01%
+2,550
1964
$10K ﹤0.01%
+324
1965
$10K ﹤0.01%
+165
1966
$10K ﹤0.01%
+407
1967
$10K ﹤0.01%
704
+443
1968
$10K ﹤0.01%
+253
1969
$10K ﹤0.01%
70
+2
1970
$10K ﹤0.01%
+529
1971
$9K ﹤0.01%
21
+19
1972
$9K ﹤0.01%
124
+2
1973
$9K ﹤0.01%
+135
1974
$9K ﹤0.01%
138
-19,015
1975
$9K ﹤0.01%
+194
77 78
79
80 81