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
2401
– –
0
2402
$2K ﹤0.01%
41
-680
2403
$2K ﹤0.01%
+65
2404
$2K ﹤0.01%
+16
2405
$2K ﹤0.01%
+80
2406
$2K ﹤0.01%
60
+30
2407
$2K ﹤0.01%
63
-258
2408
$2K ﹤0.01%
+128
2409
$2K ﹤0.01%
+90
2410
$2K ﹤0.01%
259
-43,396
2411
$2K ﹤0.01%
+60
2412
$2K ﹤0.01%
145
-15,652
2413
$2K ﹤0.01%
37
-263
2414
$2K ﹤0.01%
21
+11
2415
$2K ﹤0.01%
+300
2416
$2K ﹤0.01%
48
-186
2417
– –
-3
2418
$2K ﹤0.01%
74
-13
2419
$2K ﹤0.01%
+64
2420
$2K ﹤0.01%
+40
2421
$2K ﹤0.01%
105
+78
2422
$2K ﹤0.01%
+67
2423
$2K ﹤0.01%
+17
2424
$2K ﹤0.01%
+58
2425
$2K ﹤0.01%
78
-4,140
95 96
97
98 99