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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
3326
$7K ﹤0.01%
1,093
-833
3327
$7K ﹤0.01%
150
+62
3328
$7K ﹤0.01%
1,735
+235
3329
$7K ﹤0.01%
356
-346
3330
$7K ﹤0.01%
411
-522
3331
$7K ﹤0.01%
1,000
-3
3332
$7K ﹤0.01%
334
3333
$7K ﹤0.01%
233
3334
$7K ﹤0.01%
532
-1,534
3335
$7K ﹤0.01%
4,480
-4,287
3336
$7K ﹤0.01%
363
+130
3337
$7K ﹤0.01%
177
+6
3338
$7K ﹤0.01%
134
3339
$7K ﹤0.01%
300
-500
3340
$7K ﹤0.01%
+95
3341
$7K ﹤0.01%
228
-276
3342
$7K ﹤0.01%
94
-100
3343
$7K ﹤0.01%
172
+12
3344
$7K ﹤0.01%
+163
3345
$7K ﹤0.01%
529
-489
3346
$7K ﹤0.01%
159
3347
$7K ﹤0.01%
76
-8
3348
$7K ﹤0.01%
1,821
3349
$7K ﹤0.01%
381
-66
3350
$7K ﹤0.01%
276
132 133
134
135 136