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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
3176
$10K ﹤0.01%
169
-30
3177
$10K ﹤0.01%
307
+245
3178
$10K ﹤0.01%
557
+180
3179
$10K ﹤0.01%
756
-1,074
3180
$10K ﹤0.01%
+2,673
3181
$10K ﹤0.01%
+331
3182
$10K ﹤0.01%
722
3183
$10K ﹤0.01%
25,960
3184
$10K ﹤0.01%
1
3185
$10K ﹤0.01%
140
-2
3186
$10K ﹤0.01%
162
-89
3187
$10K ﹤0.01%
356
-33
3188
$10K ﹤0.01%
905
+319
3189
$10K ﹤0.01%
1,094
+995
3190
$10K ﹤0.01%
1,376
-1,119
3191
$10K ﹤0.01%
158
-26
3192
$10K ﹤0.01%
105
+50
3193
$10K ﹤0.01%
69
-24
3194
$10K ﹤0.01%
119
-172
3195
$10K ﹤0.01%
827
-35
3196
$10K ﹤0.01%
217
-138
3197
$10K ﹤0.01%
+1,154
3198
$10K ﹤0.01%
822
3199
$10K ﹤0.01%
221
+27
3200
$10K ﹤0.01%
207
126 127
128
129 130