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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
3551
$5K ﹤0.01%
+185
3552
$5K ﹤0.01%
159
3553
$5K ﹤0.01%
367
-77
3554
$5K ﹤0.01%
59
-9
3555
$5K ﹤0.01%
155
-121
3556
$5K ﹤0.01%
354
3557
$5K ﹤0.01%
96
-423
3558
$5K ﹤0.01%
+234
3559
$5K ﹤0.01%
176
-48
3560
$5K ﹤0.01%
247
3561
$5K ﹤0.01%
762
+322
3562
$5K ﹤0.01%
499
3563
$5K ﹤0.01%
345
+200
3564
$5K ﹤0.01%
+320
3565
$4K ﹤0.01%
1,462
-845
3566
$4K ﹤0.01%
378
3567
$4K ﹤0.01%
60
-266
3568
$4K ﹤0.01%
394
-591
3569
$4K ﹤0.01%
311
-64
3570
$4K ﹤0.01%
439
+308
3571
$4K ﹤0.01%
1,113
-238
3572
$4K ﹤0.01%
143
-15
3573
$4K ﹤0.01%
99
3574
$4K ﹤0.01%
108
3575
$4K ﹤0.01%
185
-169
141 142
143
144 145