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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
3001
$14K ﹤0.01%
398
-92
3002
$14K ﹤0.01%
2,747
3003
$14K ﹤0.01%
100
3004
$14K ﹤0.01%
2,459
-38
3005
$14K ﹤0.01%
402
3006
$14K ﹤0.01%
884
-186
3007
$14K ﹤0.01%
1,020
3008
$14K ﹤0.01%
300
3009
$14K ﹤0.01%
311
-69
3010
$14K ﹤0.01%
262
3011
$14K ﹤0.01%
315
3012
$13K ﹤0.01%
1,705
+64
3013
$13K ﹤0.01%
3,786
+800
3014
$13K ﹤0.01%
495
+45
3015
$13K ﹤0.01%
971
3016
$13K ﹤0.01%
147
+39
3017
$13K ﹤0.01%
249
-65
3018
$13K ﹤0.01%
591
3019
$13K ﹤0.01%
1,011
-228
3020
$13K ﹤0.01%
236
+201
3021
$13K ﹤0.01%
200
3022
$13K ﹤0.01%
807
-117
3023
$13K ﹤0.01%
375
3024
$13K ﹤0.01%
+969
3025
$13K ﹤0.01%
1,145
+723
119 120
121
122 123