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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
3076
$12K ﹤0.01%
127
+15
3077
$12K ﹤0.01%
1,077
+4
3078
$12K ﹤0.01%
+359
3079
$12K ﹤0.01%
657
+93
3080
$12K ﹤0.01%
438
+230
3081
$12K ﹤0.01%
385
-29
3082
$12K ﹤0.01%
1,211
+364
3083
$12K ﹤0.01%
640
+500
3084
$12K ﹤0.01%
3,176
-83
3085
$12K ﹤0.01%
222
3086
$12K ﹤0.01%
334
-81
3087
$12K ﹤0.01%
525
+154
3088
$12K ﹤0.01%
53
-17
3089
$12K ﹤0.01%
623
-757
3090
$12K ﹤0.01%
3,307
-1,696
3091
$12K ﹤0.01%
1,173
3092
$12K ﹤0.01%
143
3093
$12K ﹤0.01%
224
-146
3094
$12K ﹤0.01%
2,262
+934
3095
$12K ﹤0.01%
2,801
+1,059
3096
$12K ﹤0.01%
242
-169
3097
$12K ﹤0.01%
1,398
+330
3098
$12K ﹤0.01%
56
3099
$12K ﹤0.01%
525
-213
3100
$12K ﹤0.01%
116
-10
122 123
124
125 126