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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
3376
$7K ﹤0.01%
301
-195
3377
$7K ﹤0.01%
136
+93
3378
$7K ﹤0.01%
861
+1
3379
$7K ﹤0.01%
35,000
+34,540
3380
$7K ﹤0.01%
463
+243
3381
$7K ﹤0.01%
56
-74
3382
$7K ﹤0.01%
135
-35
3383
$7K ﹤0.01%
372
-728
3384
$6K ﹤0.01%
20
-43
3385
$6K ﹤0.01%
335
-80
3386
$6K ﹤0.01%
171
+123
3387
$6K ﹤0.01%
692
-441
3388
$6K ﹤0.01%
3,004
3389
$6K ﹤0.01%
+105
3390
$6K ﹤0.01%
300
3391
$6K ﹤0.01%
151
+144
3392
$6K ﹤0.01%
404
-202
3393
$6K ﹤0.01%
30
3394
$6K ﹤0.01%
462
-137
3395
$6K ﹤0.01%
300
3396
$6K ﹤0.01%
355
+206
3397
$6K ﹤0.01%
44
-106
3398
$6K ﹤0.01%
934
-1,103
3399
$6K ﹤0.01%
516
-615
3400
$6K ﹤0.01%
134
-412
134 135
136
137 138