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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
2201
$4K ﹤0.01%
+40
2202
$4K ﹤0.01%
19
+7
2203
$4K ﹤0.01%
+152
2204
$4K ﹤0.01%
138
+112
2205
$4K ﹤0.01%
21
-93
2206
$4K ﹤0.01%
+214
2207
$4K ﹤0.01%
+48
2208
$4K ﹤0.01%
218
-289,041
2209
$4K ﹤0.01%
+600
2210
$4K ﹤0.01%
+17
2211
$4K ﹤0.01%
+102
2212
$4K ﹤0.01%
37
-32
2213
$4K ﹤0.01%
77
-65
2214
$4K ﹤0.01%
+90
2215
$4K ﹤0.01%
59
-3,354
2216
$4K ﹤0.01%
36
+9
2217
$4K ﹤0.01%
+30
2218
$4K ﹤0.01%
53
+23
2219
$4K ﹤0.01%
84
-113
2220
$4K ﹤0.01%
+200
2221
$4K ﹤0.01%
+22
2222
$4K ﹤0.01%
20
-6
2223
$4K ﹤0.01%
80
-1,547
2224
$4K ﹤0.01%
+40
2225
$4K ﹤0.01%
1,000
87 88
89
90 91