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
2451
$2K ﹤0.01%
+20
2452
$2K ﹤0.01%
+81
2453
$2K ﹤0.01%
+100
2454
$2K ﹤0.01%
46
+40
2455
$2K ﹤0.01%
+576
2456
$2K ﹤0.01%
+12
2457
$2K ﹤0.01%
+71
2458
$2K ﹤0.01%
+82
2459
$2K ﹤0.01%
450
2460
$2K ﹤0.01%
40
+30
2461
$2K ﹤0.01%
66
+46
2462
$2K ﹤0.01%
+45
2463
$2K ﹤0.01%
+21
2464
$2K ﹤0.01%
20
-119
2465
$2K ﹤0.01%
+134
2466
$2K ﹤0.01%
+43
2467
$2K ﹤0.01%
+30
2468
$2K ﹤0.01%
342
-12,250
2469
$2K ﹤0.01%
+127
2470
$2K ﹤0.01%
+35
2471
$2K ﹤0.01%
6
-4
2472
$2K ﹤0.01%
50
+13
2473
$2K ﹤0.01%
34
+13
2474
$2K ﹤0.01%
7
-27
2475
$2K ﹤0.01%
63
+59
97 98
99
100 101