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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
2276
$4K ﹤0.01%
263
-17,838
2277
$4K ﹤0.01%
+157
2278
$4K ﹤0.01%
+100
2279
$3K ﹤0.01%
+101
2280
$3K ﹤0.01%
+85
2281
$3K ﹤0.01%
65
-333
2282
$3K ﹤0.01%
+15
2283
$3K ﹤0.01%
91
+47
2284
$3K ﹤0.01%
+34
2285
$3K ﹤0.01%
+1,025
2286
$3K ﹤0.01%
+535
2287
$3K ﹤0.01%
37
-186,359
2288
$3K ﹤0.01%
33
+8
2289
$3K ﹤0.01%
206
-61,091
2290
$3K ﹤0.01%
135
-102,084
2291
$3K ﹤0.01%
102
-118
2292
$3K ﹤0.01%
41
-100
2293
$3K ﹤0.01%
+98
2294
$3K ﹤0.01%
77
+28
2295
$3K ﹤0.01%
+35
2296
$3K ﹤0.01%
+109
2297
$3K ﹤0.01%
+25
2298
$3K ﹤0.01%
+147
2299
$3K ﹤0.01%
106
+30
2300
$3K ﹤0.01%
194
-63,099
90 91
92
93 94