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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
2976
$14K ﹤0.01%
257
+40
2977
$14K ﹤0.01%
+2,277
2978
$14K ﹤0.01%
662
2979
$14K ﹤0.01%
251
2980
$14K ﹤0.01%
304
2981
$14K ﹤0.01%
788
-194
2982
$14K ﹤0.01%
391
+8
2983
$14K ﹤0.01%
588
+431
2984
$14K ﹤0.01%
329
2985
$14K ﹤0.01%
+1,362
2986
$14K ﹤0.01%
579
2987
$14K ﹤0.01%
268
+1
2988
$14K ﹤0.01%
1,216
+267
2989
$14K ﹤0.01%
869
-122
2990
$14K ﹤0.01%
4,598
+4,331
2991
$14K ﹤0.01%
470
2992
$14K ﹤0.01%
1,206
-335
2993
$14K ﹤0.01%
374
+228
2994
$14K ﹤0.01%
886
+12
2995
$14K ﹤0.01%
477
+47
2996
$14K ﹤0.01%
480
2997
$14K ﹤0.01%
230
-439
2998
$14K ﹤0.01%
211
-114
2999
$14K ﹤0.01%
282
3000
$14K ﹤0.01%
161
-32
118 119
120
121 122