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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
2301
$3K ﹤0.01%
+1,000
2302
$3K ﹤0.01%
91
2303
$3K ﹤0.01%
34
-3,159
2304
$3K ﹤0.01%
75
2305
$3K ﹤0.01%
+52
2306
$3K ﹤0.01%
30
-220
2307
$3K ﹤0.01%
+200
2308
$3K ﹤0.01%
59
-1,328
2309
$3K ﹤0.01%
90
+11
2310
$3K ﹤0.01%
+55
2311
$3K ﹤0.01%
+90
2312
$3K ﹤0.01%
201
-79
2313
$3K ﹤0.01%
54
-72
2314
$3K ﹤0.01%
16
-4
2315
$3K ﹤0.01%
50
-160,498
2316
$3K ﹤0.01%
+35
2317
$3K ﹤0.01%
+22
2318
$3K ﹤0.01%
+52
2319
$3K ﹤0.01%
+26
2320
$3K ﹤0.01%
+50
2321
$3K ﹤0.01%
+29
2322
$3K ﹤0.01%
+33
2323
$3K ﹤0.01%
289
-259
2324
$3K ﹤0.01%
+325
2325
$3K ﹤0.01%
+75
91 92
93
94 95