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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
3051
$13K ﹤0.01%
157
+118
3052
$13K ﹤0.01%
564
+112
3053
$13K ﹤0.01%
225
+46
3054
$13K ﹤0.01%
201
-48
3055
$13K ﹤0.01%
548
-734
3056
$12K ﹤0.01%
952
-223
3057
$12K ﹤0.01%
533
-132
3058
$12K ﹤0.01%
+462
3059
$12K ﹤0.01%
134
+46
3060
$12K ﹤0.01%
1,239
+666
3061
$12K ﹤0.01%
341
3062
$12K ﹤0.01%
869
-39
3063
$12K ﹤0.01%
902
3064
$12K ﹤0.01%
253
3065
$12K ﹤0.01%
300
3066
$12K ﹤0.01%
91
+20
3067
$12K ﹤0.01%
2,702
+140
3068
$12K ﹤0.01%
440
+303
3069
$12K ﹤0.01%
2,000
3070
$12K ﹤0.01%
2,163
-298
3071
$12K ﹤0.01%
192
-176
3072
$12K ﹤0.01%
1,898
+376
3073
$12K ﹤0.01%
206
-32
3074
$12K ﹤0.01%
225
-32
3075
$12K ﹤0.01%
821
-272
121 122
123
124 125