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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
2576
$27K ﹤0.01%
1,089
+9
2577
$27K ﹤0.01%
2,483
+906
2578
$27K ﹤0.01%
2,970
+347
2579
$27K ﹤0.01%
1,579
+880
2580
$27K ﹤0.01%
380
+102
2581
$26K ﹤0.01%
589
-7
2582
$26K ﹤0.01%
1,443
+13
2583
$26K ﹤0.01%
1,383
-1,273
2584
$26K ﹤0.01%
1,755
-2,136
2585
$26K ﹤0.01%
762
-20
2586
$26K ﹤0.01%
3,378
+2,115
2587
$26K ﹤0.01%
954
+388
2588
$26K ﹤0.01%
881
+356
2589
$26K ﹤0.01%
714
-328
2590
$26K ﹤0.01%
2,295
-200
2591
$26K ﹤0.01%
401
+5
2592
$26K ﹤0.01%
196
-15
2593
$26K ﹤0.01%
551
-131
2594
$26K ﹤0.01%
1,121
-77
2595
$26K ﹤0.01%
358
-63
2596
$26K ﹤0.01%
1,389
+170
2597
$26K ﹤0.01%
2,340
+1,945
2598
$26K ﹤0.01%
250
+217
2599
$26K ﹤0.01%
+1,723
2600
$26K ﹤0.01%
1,266
+49
102 103
104
105 106