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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
2026
$8K ﹤0.01%
+656
2027
$8K ﹤0.01%
603
-296,119
2028
$8K ﹤0.01%
+200
2029
$8K ﹤0.01%
+300
2030
$8K ﹤0.01%
+300
2031
$8K ﹤0.01%
32
-22
2032
$8K ﹤0.01%
+28
2033
$8K ﹤0.01%
+7
2034
$8K ﹤0.01%
278
-1,296
2035
$8K ﹤0.01%
400
+200
2036
$8K ﹤0.01%
+23
2037
$8K ﹤0.01%
+700
2038
$8K ﹤0.01%
+1,007
2039
$8K ﹤0.01%
+2,794
2040
$8K ﹤0.01%
12
+6
2041
$8K ﹤0.01%
+797
2042
$8K ﹤0.01%
+179
2043
$8K ﹤0.01%
15
+9
2044
$8K ﹤0.01%
+269
2045
$8K ﹤0.01%
+50
2046
$8K ﹤0.01%
+56
2047
$8K ﹤0.01%
+201
2048
$8K ﹤0.01%
+86
2049
$8K ﹤0.01%
+121
2050
$8K ﹤0.01%
626
-201
80 81
82
83 84