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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
2951
$15K ﹤0.01%
738
2952
$15K ﹤0.01%
279
+148
2953
$15K ﹤0.01%
806
-349
2954
$15K ﹤0.01%
1,529
-242
2955
$15K ﹤0.01%
847
2956
$15K ﹤0.01%
422
-48
2957
$15K ﹤0.01%
704
-156
2958
$15K ﹤0.01%
1,200
-1,466
2959
$15K ﹤0.01%
301
+178
2960
$14K ﹤0.01%
298
+287
2961
$14K ﹤0.01%
73
+69
2962
$14K ﹤0.01%
834
-68
2963
$14K ﹤0.01%
1,880
2964
$14K ﹤0.01%
207
+4
2965
$14K ﹤0.01%
115
-76
2966
$14K ﹤0.01%
387
+31
2967
$14K ﹤0.01%
630
2968
$14K ﹤0.01%
1,261
+226
2969
$14K ﹤0.01%
1,633
-898
2970
$14K ﹤0.01%
273
+262
2971
$14K ﹤0.01%
225
+120
2972
$14K ﹤0.01%
4,082
2973
$14K ﹤0.01%
1,970
-464
2974
$14K ﹤0.01%
628
+21
2975
$14K ﹤0.01%
1,546
-865
117 118
119
120 121