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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
3676
$3K ﹤0.01%
500
3677
$3K ﹤0.01%
73
+1
3678
$3K ﹤0.01%
333
3679
$3K ﹤0.01%
92
3680
$3K ﹤0.01%
435
+236
3681
$3K ﹤0.01%
108
+37
3682
$3K ﹤0.01%
470
-188
3683
$3K ﹤0.01%
148
-475
3684
$3K ﹤0.01%
397
-139
3685
$3K ﹤0.01%
229
-48
3686
$3K ﹤0.01%
213
+142
3687
$3K ﹤0.01%
491
-56
3688
$3K ﹤0.01%
96
-398
3689
$3K ﹤0.01%
1,000
3690
$3K ﹤0.01%
342
3691
$3K ﹤0.01%
3,103
+100
3692
$3K ﹤0.01%
866
-1,078
3693
$3K ﹤0.01%
148
-9
3694
$3K ﹤0.01%
206
3695
$3K ﹤0.01%
297
+255
3696
$3K ﹤0.01%
87
+61
3697
$3K ﹤0.01%
1,783
3698
$3K ﹤0.01%
796
3699
$3K ﹤0.01%
+26
3700
$3K ﹤0.01%
1,450
-145
146 147
148
149 150