We are live on ! Find out more
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
2326
$3K ﹤0.01%
+15
2327
$3K ﹤0.01%
30
-261
2328
$3K ﹤0.01%
21
+14
2329
$3K ﹤0.01%
100
-420
2330
$3K ﹤0.01%
181
-185
2331
$3K ﹤0.01%
+259
2332
$3K ﹤0.01%
41
+12
2333
$3K ﹤0.01%
+74
2334
$3K ﹤0.01%
+80
2335
$3K ﹤0.01%
+65
2336
$3K ﹤0.01%
+38
2337
$3K ﹤0.01%
192
-8
2338
$3K ﹤0.01%
1,050
+1,046
2339
$3K ﹤0.01%
+17
2340
$3K ﹤0.01%
+510
2341
$3K ﹤0.01%
+50
2342
$3K ﹤0.01%
+62
2343
$3K ﹤0.01%
+34
2344
$3K ﹤0.01%
+30
2345
$3K ﹤0.01%
+104
2346
$3K ﹤0.01%
96
2347
$3K ﹤0.01%
+101
2348
$3K ﹤0.01%
160
-340
2349
$3K ﹤0.01%
135
-365
2350
$3K ﹤0.01%
+197
92 93
94
95 96