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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
3251
$9K ﹤0.01%
+500
3252
$9K ﹤0.01%
612
-9,774
3253
$9K ﹤0.01%
555
+39
3254
$9K ﹤0.01%
296
+76
3255
$9K ﹤0.01%
446
3256
$9K ﹤0.01%
290
+285
3257
$9K ﹤0.01%
935
-1,799
3258
$9K ﹤0.01%
205
-163
3259
$9K ﹤0.01%
30
-1
3260
$9K ﹤0.01%
700
-294
3261
$8K ﹤0.01%
+160
3262
$8K ﹤0.01%
258
+211
3263
$8K ﹤0.01%
80
3264
$8K ﹤0.01%
850
3265
$8K ﹤0.01%
+404
3266
$8K ﹤0.01%
1,285
3267
$8K ﹤0.01%
136
+100
3268
$8K ﹤0.01%
1,080
+955
3269
$8K ﹤0.01%
119
3270
$8K ﹤0.01%
+287
3271
$8K ﹤0.01%
181
+11
3272
$8K ﹤0.01%
92
+81
3273
$8K ﹤0.01%
439
+299
3274
$8K ﹤0.01%
175
+100
3275
$8K ﹤0.01%
501
-637
129 130
131
132 133