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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
3501
$5K ﹤0.01%
225
-225
3502
$5K ﹤0.01%
1,500
+1,451
3503
$5K ﹤0.01%
1,500
3504
$5K ﹤0.01%
140
3505
$5K ﹤0.01%
171
+111
3506
$5K ﹤0.01%
3,058
+274
3507
$5K ﹤0.01%
87
-128
3508
$5K ﹤0.01%
624
+61
3509
$5K ﹤0.01%
203
-213
3510
$5K ﹤0.01%
1,643
3511
$5K ﹤0.01%
250
3512
$5K ﹤0.01%
202
-1,239
3513
$5K ﹤0.01%
190
+100
3514
$5K ﹤0.01%
97
+2
3515
$5K ﹤0.01%
211
-299
3516
$5K ﹤0.01%
196
+21
3517
$5K ﹤0.01%
526
+33
3518
$5K ﹤0.01%
389
3519
$5K ﹤0.01%
155
-1
3520
$5K ﹤0.01%
122
3521
$5K ﹤0.01%
101
+78
3522
$5K ﹤0.01%
219
-38
3523
$5K ﹤0.01%
70
3524
$5K ﹤0.01%
157
-918
3525
$5K ﹤0.01%
1,160
-3,093
139 140
141
142 143