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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
3526
$5K ﹤0.01%
300
3527
$5K ﹤0.01%
1,843
-21
3528
$5K ﹤0.01%
+1,064
3529
$5K ﹤0.01%
197
-9
3530
$5K ﹤0.01%
+150
3531
$5K ﹤0.01%
560
+423
3532
$5K ﹤0.01%
215
-44
3533
$5K ﹤0.01%
102
3534
$5K ﹤0.01%
49
3535
$5K ﹤0.01%
1,621
+1,392
3536
$5K ﹤0.01%
545
+513
3537
$5K ﹤0.01%
363
-635
3538
$5K ﹤0.01%
1,268
-595
3539
$5K ﹤0.01%
72
-63
3540
$5K ﹤0.01%
318
-989
3541
$5K ﹤0.01%
+774
3542
$5K ﹤0.01%
830
3543
$5K ﹤0.01%
2,153
-996
3544
$5K ﹤0.01%
190
-128
3545
$5K ﹤0.01%
41
-18
3546
$5K ﹤0.01%
101
3547
$5K ﹤0.01%
160
+29
3548
$5K ﹤0.01%
1,280
-244
3549
$5K ﹤0.01%
239
3550
$5K ﹤0.01%
292
+4
140 141
142
143 144