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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
2651
$24K ﹤0.01%
1,922
+125
2652
$24K ﹤0.01%
1,761
+286
2653
$24K ﹤0.01%
946
-338
2654
$24K ﹤0.01%
1,564
+35
2655
$24K ﹤0.01%
20
-50
2656
$24K ﹤0.01%
277
-154
2657
$24K ﹤0.01%
1,620
+346
2658
$24K ﹤0.01%
298
-159
2659
$24K ﹤0.01%
280
+242
2660
$24K ﹤0.01%
698
+131
2661
$24K ﹤0.01%
1,023
+1
2662
$24K ﹤0.01%
2,305
-380
2663
$24K ﹤0.01%
1,905
+315
2664
$24K ﹤0.01%
1,850
+311
2665
$24K ﹤0.01%
+1,092
2666
$23K ﹤0.01%
6,069
+4,423
2667
$23K ﹤0.01%
1,106
-182
2668
$23K ﹤0.01%
+508
2669
$23K ﹤0.01%
212
+9
2670
$23K ﹤0.01%
644
+114
2671
$23K ﹤0.01%
440
-40
2672
$23K ﹤0.01%
711
+10
2673
$23K ﹤0.01%
533
+207
2674
$23K ﹤0.01%
457
-155
2675
$23K ﹤0.01%
2,571
+2,182
105 106
107
108 109