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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
2376
$3K ﹤0.01%
+735
2377
$3K ﹤0.01%
42
2378
$3K ﹤0.01%
+133
2379
$3K ﹤0.01%
114
-2,377
2380
$3K ﹤0.01%
+156
2381
$2K ﹤0.01%
57
-7
2382
$2K ﹤0.01%
+8
2383
$2K ﹤0.01%
+1,207
2384
$2K ﹤0.01%
30
-199
2385
$2K ﹤0.01%
8
-93
2386
$2K ﹤0.01%
+78
2387
$2K ﹤0.01%
+221
2388
$2K ﹤0.01%
+49
2389
$2K ﹤0.01%
15
-69
2390
$2K ﹤0.01%
+50
2391
$2K ﹤0.01%
+65
2392
$2K ﹤0.01%
43
-1,781
2393
$2K ﹤0.01%
15
2394
$2K ﹤0.01%
+133
2395
$2K ﹤0.01%
+60
2396
$2K ﹤0.01%
+50
2397
$2K ﹤0.01%
326
-8,374
2398
$2K ﹤0.01%
+117
2399
$2K ﹤0.01%
24
-253
2400
$2K ﹤0.01%
114
-184,826
94 95
96
97 98