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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
2676
$23K ﹤0.01%
1,437
+162
2677
$23K ﹤0.01%
694
+420
2678
$23K ﹤0.01%
1,456
2679
$23K ﹤0.01%
863
+94
2680
$23K ﹤0.01%
7,910
+2,083
2681
$23K ﹤0.01%
654
+12
2682
$23K ﹤0.01%
214
-79
2683
$23K ﹤0.01%
798
+611
2684
$23K ﹤0.01%
781
+331
2685
$23K ﹤0.01%
5,883
-1,076
2686
$23K ﹤0.01%
1,370
-1,246
2687
$23K ﹤0.01%
527
-764
2688
$23K ﹤0.01%
1,013
+329
2689
$23K ﹤0.01%
819
-837
2690
$23K ﹤0.01%
694
-302
2691
$23K ﹤0.01%
1,842
+252
2692
$23K ﹤0.01%
428
+203
2693
$23K ﹤0.01%
+2,733
2694
$23K ﹤0.01%
760
-50
2695
$23K ﹤0.01%
489
+14
2696
$23K ﹤0.01%
1,626
+1,376
2697
$23K ﹤0.01%
180
-58
2698
$23K ﹤0.01%
1,199
-368
2699
$23K ﹤0.01%
846
-40
2700
$23K ﹤0.01%
1,026
+473
106 107
108
109 110