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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
3701
$3K ﹤0.01%
47
-25
3702
$3K ﹤0.01%
77
+28
3703
$3K ﹤0.01%
100
-480
3704
$3K ﹤0.01%
144
+2
3705
$3K ﹤0.01%
121
-2,297
3706
$3K ﹤0.01%
124
3707
$3K ﹤0.01%
240
3708
$3K ﹤0.01%
74
3709
$3K ﹤0.01%
101
3710
$3K ﹤0.01%
178
3711
$3K ﹤0.01%
377
3712
$3K ﹤0.01%
245
-1,165
3713
$3K ﹤0.01%
39
3714
$3K ﹤0.01%
168
-125
3715
$3K ﹤0.01%
556
3716
$3K ﹤0.01%
411
3717
$3K ﹤0.01%
500
3718
$3K ﹤0.01%
30
-5
3719
$3K ﹤0.01%
258
+64
3720
$3K ﹤0.01%
177
3721
$3K ﹤0.01%
662
-100
3722
$3K ﹤0.01%
166
-44
3723
$3K ﹤0.01%
1,048
-3,224
3724
$3K ﹤0.01%
30
3725
$3K ﹤0.01%
174
+4
147 148
149
150 151