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
$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
2626
$25K ﹤0.01%
484
-37
2627
$25K ﹤0.01%
555
-231
2628
$25K ﹤0.01%
2,275
+1,275
2629
$25K ﹤0.01%
830
+511
2630
$25K ﹤0.01%
833
2631
$25K ﹤0.01%
903
+5
2632
$25K ﹤0.01%
1,227
2633
$25K ﹤0.01%
382
+176
2634
$25K ﹤0.01%
867
-6,822
2635
$25K ﹤0.01%
13,175
+1,275
2636
$25K ﹤0.01%
739
+180
2637
$24K ﹤0.01%
915
+672
2638
$24K ﹤0.01%
1,300
-1,100
2639
$24K ﹤0.01%
117
-73
2640
$24K ﹤0.01%
1,699
-49
2641
$24K ﹤0.01%
4,838
+1,215
2642
$24K ﹤0.01%
396
+132
2643
$24K ﹤0.01%
642
+15
2644
$24K ﹤0.01%
3,052
-252
2645
$24K ﹤0.01%
+1,298
2646
$24K ﹤0.01%
5,394
-7,254
2647
$24K ﹤0.01%
632
-168
2648
$24K ﹤0.01%
399
+1
2649
$24K ﹤0.01%
443
2650
$24K ﹤0.01%
2,200
-113
104 105
106
107 108