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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
3101
$12K ﹤0.01%
65
-28
3102
$12K ﹤0.01%
1,706
+606
3103
$12K ﹤0.01%
766
3104
$12K ﹤0.01%
917
+760
3105
$11K ﹤0.01%
121
+19
3106
$11K ﹤0.01%
1,000
-194
3107
$11K ﹤0.01%
+219
3108
$11K ﹤0.01%
123
-246
3109
$11K ﹤0.01%
885
3110
$11K ﹤0.01%
1,000
3111
$11K ﹤0.01%
286
3112
$11K ﹤0.01%
500
3113
$11K ﹤0.01%
244
+2
3114
$11K ﹤0.01%
515
+9
3115
$11K ﹤0.01%
500
3116
$11K ﹤0.01%
679
+217
3117
$11K ﹤0.01%
513
-43
3118
$11K ﹤0.01%
14,100
-6,550
3119
$11K ﹤0.01%
676
3120
$11K ﹤0.01%
380
+235
3121
$11K ﹤0.01%
856
+690
3122
$11K ﹤0.01%
322
3123
$11K ﹤0.01%
966
+299
3124
$11K ﹤0.01%
3,257
-1,517
3125
$11K ﹤0.01%
251
+25
123 124
125
126 127