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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
2426
$2K ﹤0.01%
+106
2427
$2K ﹤0.01%
+450
2428
$2K ﹤0.01%
+232
2429
$2K ﹤0.01%
194
-6
2430
$2K ﹤0.01%
51
-37
2431
$2K ﹤0.01%
+32
2432
$2K ﹤0.01%
28
-122
2433
$2K ﹤0.01%
172
+127
2434
$2K ﹤0.01%
+49
2435
$2K ﹤0.01%
+96
2436
$2K ﹤0.01%
+101
2437
$2K ﹤0.01%
+284
2438
$2K ﹤0.01%
+7
2439
$2K ﹤0.01%
+21
2440
$2K ﹤0.01%
+175
2441
$2K ﹤0.01%
150
+79
2442
$2K ﹤0.01%
+28
2443
$2K ﹤0.01%
+75
2444
$2K ﹤0.01%
+112
2445
$2K ﹤0.01%
31
+12
2446
$2K ﹤0.01%
+31
2447
$2K ﹤0.01%
+41
2448
$2K ﹤0.01%
55
-9
2449
$2K ﹤0.01%
+50
2450
$2K ﹤0.01%
+59
96 97
98
99 100