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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
3601
$4K ﹤0.01%
121
3602
$4K ﹤0.01%
87
-16
3603
$4K ﹤0.01%
409
-124
3604
$4K ﹤0.01%
607
+459
3605
$4K ﹤0.01%
95
-1
3606
$4K ﹤0.01%
157
+42
3607
$4K ﹤0.01%
422
3608
$4K ﹤0.01%
400
-1,175
3609
$4K ﹤0.01%
161
-715
3610
$4K ﹤0.01%
730
+194
3611
$4K ﹤0.01%
123
3612
$4K ﹤0.01%
245
-12
3613
$4K ﹤0.01%
147
-77
3614
$4K ﹤0.01%
69
-82
3615
$4K ﹤0.01%
176
-29
3616
$4K ﹤0.01%
186
-39
3617
$4K ﹤0.01%
122
-191
3618
$4K ﹤0.01%
358
3619
$4K ﹤0.01%
395
-26
3620
$4K ﹤0.01%
276
-970
3621
$4K ﹤0.01%
101
-11
3622
$4K ﹤0.01%
1,006
+491
3623
$4K ﹤0.01%
267
+7
3624
$4K ﹤0.01%
+1
3625
$4K ﹤0.01%
121
+100
143 144
145
146 147