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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
3226
$9K ﹤0.01%
655
+602
3227
$9K ﹤0.01%
110
-68
3228
$9K ﹤0.01%
763
+48
3229
$9K ﹤0.01%
272
+135
3230
$9K ﹤0.01%
221
-136
3231
$9K ﹤0.01%
436
3232
$9K ﹤0.01%
+300
3233
$9K ﹤0.01%
792
3234
$9K ﹤0.01%
619
+60
3235
$9K ﹤0.01%
276
+7
3236
$9K ﹤0.01%
2,000
3237
$9K ﹤0.01%
74
3238
$9K ﹤0.01%
419
-786
3239
$9K ﹤0.01%
404
+118
3240
$9K ﹤0.01%
242
-72
3241
$9K ﹤0.01%
165
-67
3242
$9K ﹤0.01%
391
+184
3243
$9K ﹤0.01%
292
+104
3244
$9K ﹤0.01%
370
+155
3245
$9K ﹤0.01%
19,316
3246
$9K ﹤0.01%
703
+113
3247
$9K ﹤0.01%
532
3248
$9K ﹤0.01%
551
-12
3249
$9K ﹤0.01%
202
-151
3250
$9K ﹤0.01%
1,169
+117
128 129
130
131 132