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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
2751
$21K ﹤0.01%
3,000
2752
$21K ﹤0.01%
191
2753
$21K ﹤0.01%
1,779
-458
2754
$21K ﹤0.01%
1,444
-1,836
2755
$21K ﹤0.01%
880
-213
2756
$21K ﹤0.01%
719
+133
2757
$21K ﹤0.01%
8,381
-328
2758
$20K ﹤0.01%
3,032
2759
$20K ﹤0.01%
840
2760
$20K ﹤0.01%
972
-371
2761
$20K ﹤0.01%
1,271
-176
2762
$20K ﹤0.01%
3,050
-1,255
2763
$20K ﹤0.01%
6,007
-314
2764
$20K ﹤0.01%
655
2765
$20K ﹤0.01%
119
-19
2766
$20K ﹤0.01%
392
+209
2767
$20K ﹤0.01%
285
+227
2768
$20K ﹤0.01%
365
2769
$20K ﹤0.01%
5,428
+5,000
2770
$20K ﹤0.01%
445
-120
2771
$20K ﹤0.01%
398
-130
2772
$20K ﹤0.01%
727
-1
2773
$20K ﹤0.01%
13
-4
2774
$20K ﹤0.01%
206
-55
2775
$20K ﹤0.01%
501
-429
109 110
111
112 113