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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
2601
$26K ﹤0.01%
2,671
2602
$26K ﹤0.01%
906
2603
$26K ﹤0.01%
220
-36
2604
$26K ﹤0.01%
483
-98
2605
$26K ﹤0.01%
+559
2606
$26K ﹤0.01%
220
2607
$26K ﹤0.01%
241
-8
2608
$26K ﹤0.01%
399
+150
2609
$26K ﹤0.01%
904
+75
2610
$26K ﹤0.01%
1,753
+313
2611
$25K ﹤0.01%
228
-446
2612
$25K ﹤0.01%
1,676
+367
2613
$25K ﹤0.01%
2,668
+14
2614
$25K ﹤0.01%
1,164
2615
$25K ﹤0.01%
710
+102
2616
$25K ﹤0.01%
2,061
-33
2617
$25K ﹤0.01%
1,690
+327
2618
$25K ﹤0.01%
884
-172
2619
$25K ﹤0.01%
1,741
-39
2620
$25K ﹤0.01%
1,471
+461
2621
$25K ﹤0.01%
1,410
-655
2622
$25K ﹤0.01%
2,478
+49
2623
$25K ﹤0.01%
1,298
-299
2624
$25K ﹤0.01%
1,796
+1,133
2625
$25K ﹤0.01%
1,160
+1,131
103 104
105
106 107