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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
3651
$4K ﹤0.01%
55
-85
3652
$4K ﹤0.01%
113
-83
3653
$3K ﹤0.01%
503
3654
$3K ﹤0.01%
+183
3655
$3K ﹤0.01%
120
-205
3656
$3K ﹤0.01%
6
-39
3657
$3K ﹤0.01%
326
-1,174
3658
$3K ﹤0.01%
850
3659
$3K ﹤0.01%
300
-8
3660
$3K ﹤0.01%
125
-991
3661
$3K ﹤0.01%
87
-48
3662
$3K ﹤0.01%
381
3663
$3K ﹤0.01%
84
+24
3664
$3K ﹤0.01%
118
+104
3665
$3K ﹤0.01%
60
-60
3666
$3K ﹤0.01%
341
-233
3667
$3K ﹤0.01%
572
-2,121
3668
$3K ﹤0.01%
261
-2,196
3669
$3K ﹤0.01%
210
3670
$3K ﹤0.01%
+297
3671
$3K ﹤0.01%
43
-16
3672
$3K ﹤0.01%
+67
3673
$3K ﹤0.01%
213
3674
$3K ﹤0.01%
200
3675
$3K ﹤0.01%
+227
145 146
147
148 149