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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
1976
$9K ﹤0.01%
+1,000
1977
$9K ﹤0.01%
+125
1978
$9K ﹤0.01%
+168
1979
$9K ﹤0.01%
80
+68
1980
$9K ﹤0.01%
224
-40
1981
$9K ﹤0.01%
93
+63
1982
$9K ﹤0.01%
+300
1983
$9K ﹤0.01%
334
-604,288
1984
$9K ﹤0.01%
233
-414,277
1985
$9K ﹤0.01%
+700
1986
$9K ﹤0.01%
+113
1987
$9K ﹤0.01%
426
+383
1988
$9K ﹤0.01%
138
-1,627
1989
$9K ﹤0.01%
+87
1990
$9K ﹤0.01%
+309
1991
$9K ﹤0.01%
602
-2,271
1992
$9K ﹤0.01%
1,150
+954
1993
$9K ﹤0.01%
+581
1994
$9K ﹤0.01%
+187
1995
$9K ﹤0.01%
325
-16
1996
$9K ﹤0.01%
+1,000
1997
$9K ﹤0.01%
80
+41
1998
$9K ﹤0.01%
+269
1999
$9K ﹤0.01%
234
-1,315
2000
$9K ﹤0.01%
330
+146
78 79
80
81 82