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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
3451
$6K ﹤0.01%
1,674
3452
$6K ﹤0.01%
573
3453
$6K ﹤0.01%
1,248
-248
3454
$6K ﹤0.01%
300
3455
$6K ﹤0.01%
1,371
+197
3456
$6K ﹤0.01%
381
+371
3457
$6K ﹤0.01%
193
-201
3458
$6K ﹤0.01%
95
3459
$6K ﹤0.01%
1,542
-531
3460
$6K ﹤0.01%
128
+9
3461
$6K ﹤0.01%
103
-98
3462
$6K ﹤0.01%
143
-1
3463
$6K ﹤0.01%
421
-123
3464
$6K ﹤0.01%
191
3465
$6K ﹤0.01%
402
-50
3466
$6K ﹤0.01%
130
3467
$6K ﹤0.01%
89
3468
$6K ﹤0.01%
539
-344
3469
$5K ﹤0.01%
234
-624
3470
$5K ﹤0.01%
318
+308
3471
$5K ﹤0.01%
116
3472
$5K ﹤0.01%
800
+397
3473
$5K ﹤0.01%
28
+5
3474
$5K ﹤0.01%
701
-721
3475
$5K ﹤0.01%
189
-1,373
137 138
139
140 141