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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
2776
$20K ﹤0.01%
343
-35
2777
$20K ﹤0.01%
2,730
2778
$20K ﹤0.01%
445
-16
2779
$20K ﹤0.01%
252
+39
2780
$20K ﹤0.01%
1,390
-37
2781
$20K ﹤0.01%
810
+250
2782
$20K ﹤0.01%
558
-6,835
2783
$19K ﹤0.01%
667
+297
2784
$19K ﹤0.01%
500
-44,432
2785
$19K ﹤0.01%
1,000
2786
$19K ﹤0.01%
1,662
+38
2787
$19K ﹤0.01%
1,381
+268
2788
$19K ﹤0.01%
329
-7
2789
$19K ﹤0.01%
10,245
+498
2790
$19K ﹤0.01%
871
-596
2791
$19K ﹤0.01%
255
-50
2792
$19K ﹤0.01%
700
2793
$19K ﹤0.01%
845
-22
2794
$19K ﹤0.01%
1,467
+489
2795
$19K ﹤0.01%
2,055
+2
2796
$19K ﹤0.01%
939
+94
2797
$19K ﹤0.01%
754
-4,412
2798
$19K ﹤0.01%
332
+10
2799
$19K ﹤0.01%
202
2800
$19K ﹤0.01%
139
-83
110 111
112
113 114