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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
3351
$7K ﹤0.01%
629
+169
3352
$7K ﹤0.01%
79
-85
3353
$7K ﹤0.01%
550
+521
3354
$7K ﹤0.01%
166
-12
3355
$7K ﹤0.01%
278
3356
$7K ﹤0.01%
1,804
+304
3357
$7K ﹤0.01%
855
+375
3358
$7K ﹤0.01%
300
3359
$7K ﹤0.01%
121
3360
$7K ﹤0.01%
451
-689
3361
$7K ﹤0.01%
+828
3362
$7K ﹤0.01%
118
+8
3363
$7K ﹤0.01%
175
+4
3364
$7K ﹤0.01%
442
+5
3365
$7K ﹤0.01%
158
+9
3366
$7K ﹤0.01%
107
-1
3367
$7K ﹤0.01%
215
+54
3368
$7K ﹤0.01%
182
-207
3369
$7K ﹤0.01%
68
-6
3370
$7K ﹤0.01%
179
+1
3371
$7K ﹤0.01%
1,501
+316
3372
$7K ﹤0.01%
591
+90
3373
$7K ﹤0.01%
502
+53
3374
$7K ﹤0.01%
920
-134
3375
$7K ﹤0.01%
103
+44
133 134
135
136 137