We are live on ! Find out more
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
2001
$9K ﹤0.01%
200
2002
$8K ﹤0.01%
188
-37
2003
$8K ﹤0.01%
174
-124
2004
$8K ﹤0.01%
175
+110
2005
$8K ﹤0.01%
117
-333
2006
$8K ﹤0.01%
113
+72
2007
$8K ﹤0.01%
108
-292
2008
$8K ﹤0.01%
+462
2009
$8K ﹤0.01%
+250
2010
$8K ﹤0.01%
+100
2011
$8K ﹤0.01%
+442
2012
$8K ﹤0.01%
+500
2013
$8K ﹤0.01%
122
+42
2014
$8K ﹤0.01%
178
-11,745
2015
$8K ﹤0.01%
1,199
+1,151
2016
$8K ﹤0.01%
221
+35
2017
$8K ﹤0.01%
+79
2018
$8K ﹤0.01%
+66
2019
$8K ﹤0.01%
420
+220
2020
$8K ﹤0.01%
+453
2021
$8K ﹤0.01%
109
+102
2022
$8K ﹤0.01%
521
-28,574
2023
$8K ﹤0.01%
+147
2024
$8K ﹤0.01%
+390
2025
$8K ﹤0.01%
2
79 80
81
82 83