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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
2176
$5K ﹤0.01%
300
+267
2177
$5K ﹤0.01%
+125
2178
$5K ﹤0.01%
100
-5,425
2179
$5K ﹤0.01%
796
+741
2180
$5K ﹤0.01%
+94
2181
$5K ﹤0.01%
+112
2182
$5K ﹤0.01%
+66
2183
$5K ﹤0.01%
600
2184
$5K ﹤0.01%
72
-266
2185
$5K ﹤0.01%
200
+100
2186
$5K ﹤0.01%
+384
2187
$5K ﹤0.01%
+500
2188
$5K ﹤0.01%
+477
2189
$5K ﹤0.01%
85
+28
2190
$5K ﹤0.01%
+93
2191
$5K ﹤0.01%
34
+25
2192
$5K ﹤0.01%
+32
2193
$5K ﹤0.01%
+26
2194
$5K ﹤0.01%
+101
2195
$5K ﹤0.01%
+100
2196
$5K ﹤0.01%
+78
2197
$5K ﹤0.01%
16
-71
2198
$5K ﹤0.01%
+234
2199
$5K ﹤0.01%
+300
2200
$5K ﹤0.01%
+36
86 87
88
89 90