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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
3301
$8K ﹤0.01%
297
3302
$8K ﹤0.01%
128
+99
3303
$8K ﹤0.01%
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-408
3304
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3305
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99
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3306
$8K ﹤0.01%
241
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3307
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236
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3308
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109
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3309
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300
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3310
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199
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3311
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3312
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3313
$8K ﹤0.01%
321
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3314
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308
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3315
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3317
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491
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3318
$8K ﹤0.01%
324
3319
$7K ﹤0.01%
250
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3320
$7K ﹤0.01%
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120
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444
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3323
$7K ﹤0.01%
97
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3324
$7K ﹤0.01%
721
3325
$7K ﹤0.01%
39
-68
131 132
133
134 135