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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
3576
$4K ﹤0.01%
191
-158
3577
$4K ﹤0.01%
136
-3
3578
$4K ﹤0.01%
321
3579
$4K ﹤0.01%
216
-166
3580
$4K ﹤0.01%
500
-1,700
3581
$4K ﹤0.01%
338
+175
3582
$4K ﹤0.01%
826
+42
3583
$4K ﹤0.01%
686
-2,670
3584
$4K ﹤0.01%
362
-1,952
3585
$4K ﹤0.01%
62
-113
3586
$4K ﹤0.01%
356
+156
3587
$4K ﹤0.01%
16
+9
3588
$4K ﹤0.01%
158
+131
3589
$4K ﹤0.01%
950
+632
3590
$4K ﹤0.01%
109
3591
$4K ﹤0.01%
38
-26
3592
$4K ﹤0.01%
232
-124
3593
$4K ﹤0.01%
164
-49
3594
$4K ﹤0.01%
+220
3595
$4K ﹤0.01%
606
+365
3596
$4K ﹤0.01%
727
+231
3597
$4K ﹤0.01%
119
-6
3598
$4K ﹤0.01%
+121
3599
$4K ﹤0.01%
112
3600
$4K ﹤0.01%
9
142 143
144
145 146