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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
3151
$11K ﹤0.01%
206
-14
3152
$11K ﹤0.01%
229
+94
3153
$11K ﹤0.01%
1,769
-423
3154
$11K ﹤0.01%
458
-33
3155
$10K ﹤0.01%
+1,150
3156
$10K ﹤0.01%
348
-197
3157
$10K ﹤0.01%
416
3158
$10K ﹤0.01%
1,416
+191
3159
$10K ﹤0.01%
523
-35
3160
$10K ﹤0.01%
+369
3161
$10K ﹤0.01%
60
-43
3162
$10K ﹤0.01%
63
-6
3163
$10K ﹤0.01%
340
3164
$10K ﹤0.01%
418
+2
3165
$10K ﹤0.01%
2,903
+256
3166
$10K ﹤0.01%
216
+91
3167
$10K ﹤0.01%
426
-130
3168
$10K ﹤0.01%
215
-213
3169
$10K ﹤0.01%
347
-185
3170
$10K ﹤0.01%
952
+46
3171
$10K ﹤0.01%
256
-147
3172
$10K ﹤0.01%
83
-44
3173
$10K ﹤0.01%
870
-147
3174
$10K ﹤0.01%
652
-14
3175
$10K ﹤0.01%
19
125 126
127
128 129