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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
$18.6B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,681
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$77.8M
3
+$76M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$73.7M
5
IXC icon
iShares Global Energy ETF
IXC
+$62.7M

Top Sells

1
+$182M
2
+$104M
3
+$68.2M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$66.5M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$50.9M

Sector Composition

1 Technology 7.04%
2 Financials 3.58%
3 Healthcare 3.49%
4 Consumer Discretionary 2.7%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$30K ﹤0.01%
+1,636
2502
$30K ﹤0.01%
329
-46
2503
$30K ﹤0.01%
1,245
-18,693
2504
$30K ﹤0.01%
307
-111
2505
$30K ﹤0.01%
659
+604
2506
$30K ﹤0.01%
313
-11
2507
$30K ﹤0.01%
2,792
-388
2508
$30K ﹤0.01%
319
-140
2509
$30K ﹤0.01%
1,411
-33
2510
$30K ﹤0.01%
475
-96
2511
$30K ﹤0.01%
8,645
-2,051
2512
$30K ﹤0.01%
173
-17
2513
$30K ﹤0.01%
702
-1,207
2514
$30K ﹤0.01%
298
-37
2515
$30K ﹤0.01%
2,013
2516
$30K ﹤0.01%
1,988
2517
$30K ﹤0.01%
1,638
2518
$30K ﹤0.01%
3,485
+526
2519
$29K ﹤0.01%
806
-138
2520
$29K ﹤0.01%
461
-35
2521
$29K ﹤0.01%
4,381
+438
2522
$29K ﹤0.01%
510
2523
$29K ﹤0.01%
1,410
+28
2524
$29K ﹤0.01%
524
2525
$29K ﹤0.01%
728
-50
99 100
101
102 103