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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
3401
$6K ﹤0.01%
329
-39
3402
$6K ﹤0.01%
500
3403
$6K ﹤0.01%
104
+13
3404
$6K ﹤0.01%
243
-33
3405
$6K ﹤0.01%
383
-1,273
3406
$6K ﹤0.01%
568
-576
3407
$6K ﹤0.01%
165
3408
$6K ﹤0.01%
501
-230
3409
$6K ﹤0.01%
+597
3410
$6K ﹤0.01%
38
-52
3411
$6K ﹤0.01%
535
+201
3412
$6K ﹤0.01%
824
+352
3413
$6K ﹤0.01%
331
3414
$6K ﹤0.01%
280
+135
3415
$6K ﹤0.01%
143
-657
3416
$6K ﹤0.01%
158
+129
3417
$6K ﹤0.01%
167
-35
3418
$6K ﹤0.01%
323
+48
3419
$6K ﹤0.01%
508
+73
3420
$6K ﹤0.01%
78
3421
$6K ﹤0.01%
2,079
-417
3422
$6K ﹤0.01%
513
+388
3423
$6K ﹤0.01%
86
3424
$6K ﹤0.01%
+285
3425
$6K ﹤0.01%
+180
135 136
137
138 139