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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
3426
$6K ﹤0.01%
120
-7
3427
$6K ﹤0.01%
466
3428
$6K ﹤0.01%
151
+51
3429
$6K ﹤0.01%
243
3430
$6K ﹤0.01%
178
-4
3431
$6K ﹤0.01%
708
-646
3432
$6K ﹤0.01%
186
3433
$6K ﹤0.01%
102
+58
3434
$6K ﹤0.01%
804
+4
3435
$6K ﹤0.01%
1,368
3436
$6K ﹤0.01%
1,000
3437
$6K ﹤0.01%
696
-767
3438
$6K ﹤0.01%
77
+35
3439
$6K ﹤0.01%
126
-220
3440
$6K ﹤0.01%
263
+5
3441
$6K ﹤0.01%
232
+170
3442
$6K ﹤0.01%
296
3443
$6K ﹤0.01%
152
+16
3444
$6K ﹤0.01%
+127
3445
$6K ﹤0.01%
125
-58
3446
$6K ﹤0.01%
126
3447
$6K ﹤0.01%
339
-760
3448
$6K ﹤0.01%
22
3449
$6K ﹤0.01%
21
-56
3450
$6K ﹤0.01%
242
-246
136 137
138
139 140