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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
2126
$6K ﹤0.01%
241
-531
2127
$6K ﹤0.01%
60
+46
2128
$6K ﹤0.01%
40
+19
2129
$6K ﹤0.01%
+250
2130
$6K ﹤0.01%
334
+309
2131
$6K ﹤0.01%
+76
2132
$6K ﹤0.01%
+393
2133
$6K ﹤0.01%
120
-8,930
2134
$6K ﹤0.01%
+53
2135
$6K ﹤0.01%
99
+73
2136
$6K ﹤0.01%
+108
2137
$6K ﹤0.01%
26
+19
2138
$6K ﹤0.01%
+5
2139
$6K ﹤0.01%
133
+62
2140
$6K ﹤0.01%
+235
2141
$6K ﹤0.01%
22
+14
2142
$6K ﹤0.01%
+676
2143
$6K ﹤0.01%
147
+126
2144
$6K ﹤0.01%
202
2145
$6K ﹤0.01%
500
-1,500
2146
$6K ﹤0.01%
+79
2147
$5K ﹤0.01%
+70
2148
$5K ﹤0.01%
602
+540
2149
$5K ﹤0.01%
128
+40
2150
$5K ﹤0.01%
+467
84 85
86
87 88