We are live on ! Find out more
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
3476
$5K ﹤0.01%
+128
3477
$5K ﹤0.01%
394
+275
3478
$5K ﹤0.01%
280
-153
3479
$5K ﹤0.01%
542
-2,768
3480
$5K ﹤0.01%
49
3481
$5K ﹤0.01%
312
+110
3482
$5K ﹤0.01%
362
+19
3483
$5K ﹤0.01%
192
-230
3484
$5K ﹤0.01%
50
3485
$5K ﹤0.01%
152
+1
3486
$5K ﹤0.01%
152
-23
3487
$5K ﹤0.01%
243
+18
3488
$5K ﹤0.01%
623
3489
$5K ﹤0.01%
681
+164
3490
$5K ﹤0.01%
133
-304
3491
$5K ﹤0.01%
615
-233
3492
$5K ﹤0.01%
620
-262
3493
$5K ﹤0.01%
80
-5
3494
$5K ﹤0.01%
376
+259
3495
$5K ﹤0.01%
400
3496
$5K ﹤0.01%
529
+17
3497
$5K ﹤0.01%
651
+50
3498
$5K ﹤0.01%
633
-500
3499
$5K ﹤0.01%
103
-114
3500
$5K ﹤0.01%
368
-2,080
138 139
140
141 142