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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
2851
$18K ﹤0.01%
475
-144
2852
$18K ﹤0.01%
233
+102
2853
$18K ﹤0.01%
1,124
-258
2854
$18K ﹤0.01%
410
2855
$17K ﹤0.01%
1,190
+347
2856
$17K ﹤0.01%
509
-837
2857
$17K ﹤0.01%
693
2858
$17K ﹤0.01%
3,529
+767
2859
$17K ﹤0.01%
371
-272
2860
$17K ﹤0.01%
1,058
-392
2861
$17K ﹤0.01%
1,120
-627
2862
$17K ﹤0.01%
1,089
-445
2863
$17K ﹤0.01%
1,676
-483
2864
$17K ﹤0.01%
366
-560
2865
$17K ﹤0.01%
4,833
-1,085
2866
$17K ﹤0.01%
666
+406
2867
$17K ﹤0.01%
3,170
-3,457
2868
$17K ﹤0.01%
1,055
+660
2869
$17K ﹤0.01%
548
+12
2870
$17K ﹤0.01%
628
+350
2871
$17K ﹤0.01%
1,372
+872
2872
$17K ﹤0.01%
221
+108
2873
$17K ﹤0.01%
2,039
-74
2874
$17K ﹤0.01%
540
+22
2875
$17K ﹤0.01%
1,088
+296
113 114
115
116 117