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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
3201
$10K ﹤0.01%
1,000
3202
$10K ﹤0.01%
100
3203
$10K ﹤0.01%
610
+510
3204
$10K ﹤0.01%
250
-85
3205
$10K ﹤0.01%
225
+7
3206
$10K ﹤0.01%
953
-55
3207
$10K ﹤0.01%
469
-216
3208
$10K ﹤0.01%
2,384
+61
3209
$10K ﹤0.01%
818
+250
3210
$10K ﹤0.01%
300
3211
$10K ﹤0.01%
281
+44
3212
$9K ﹤0.01%
+101
3213
$9K ﹤0.01%
1,564
-1,967
3214
$9K ﹤0.01%
232
+155
3215
$9K ﹤0.01%
105
+1
3216
$9K ﹤0.01%
314
-572
3217
$9K ﹤0.01%
194
3218
$9K ﹤0.01%
1,039
+654
3219
$9K ﹤0.01%
132
-20
3220
$9K ﹤0.01%
197
-16
3221
$9K ﹤0.01%
1,201
+848
3222
$9K ﹤0.01%
1,097
+959
3223
$9K ﹤0.01%
354
+217
3224
$9K ﹤0.01%
609
+262
3225
$9K ﹤0.01%
57
+33
127 128
129
130 131