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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
2526
$29K ﹤0.01%
680
2527
$29K ﹤0.01%
781
2528
$29K ﹤0.01%
589
-713
2529
$29K ﹤0.01%
511
+6
2530
$29K ﹤0.01%
2,910
-4,075
2531
$29K ﹤0.01%
801
+154
2532
$29K ﹤0.01%
144
-136
2533
$29K ﹤0.01%
233
-57
2534
$29K ﹤0.01%
201
-38
2535
$29K ﹤0.01%
519
-78
2536
$29K ﹤0.01%
5,131
+423
2537
$29K ﹤0.01%
959
+216
2538
$29K ﹤0.01%
3,309
+1,095
2539
$29K ﹤0.01%
511
-2,294
2540
$29K ﹤0.01%
1,051
-1,095
2541
$29K ﹤0.01%
1,377
+1,147
2542
$29K ﹤0.01%
2,008
-1,040
2543
$29K ﹤0.01%
573
2544
$28K ﹤0.01%
452
+220
2545
$28K ﹤0.01%
2,000
-2,000
2546
$28K ﹤0.01%
3,152
-465
2547
$28K ﹤0.01%
438
2548
$28K ﹤0.01%
+521
2549
$28K ﹤0.01%
4,633
-800
2550
$28K ﹤0.01%
662
-249
100 101
102
103 104