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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
2351
$3K ﹤0.01%
+453
2352
$3K ﹤0.01%
+16
2353
$3K ﹤0.01%
+174
2354
$3K ﹤0.01%
+140
2355
$3K ﹤0.01%
300
-756
2356
$3K ﹤0.01%
+100
2357
$3K ﹤0.01%
170
+143
2358
$3K ﹤0.01%
+170
2359
$3K ﹤0.01%
+322
2360
$3K ﹤0.01%
14
-295
2361
$3K ﹤0.01%
+181
2362
$3K ﹤0.01%
30
-40
2363
$3K ﹤0.01%
+21
2364
$3K ﹤0.01%
43
-46
2365
$3K ﹤0.01%
+900
2366
$3K ﹤0.01%
+90
2367
$3K ﹤0.01%
53
-509
2368
$3K ﹤0.01%
+200
2369
$3K ﹤0.01%
+67
2370
$3K ﹤0.01%
+179
2371
$3K ﹤0.01%
+650
2372
$3K ﹤0.01%
100
-199
2373
$3K ﹤0.01%
100
-200
2374
$3K ﹤0.01%
+165
2375
$3K ﹤0.01%
65
+31
93 94
95
96 97