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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
3726
$3K ﹤0.01%
2,325
3727
$3K ﹤0.01%
+97
3728
$3K ﹤0.01%
+191
3729
$3K ﹤0.01%
16
-65
3730
$3K ﹤0.01%
489
+6
3731
$3K ﹤0.01%
89
-642
3732
$3K ﹤0.01%
68
-60
3733
$3K ﹤0.01%
143
-4
3734
$3K ﹤0.01%
+600
3735
$3K ﹤0.01%
197
-167
3736
$3K ﹤0.01%
+200
3737
$3K ﹤0.01%
500
3738
$3K ﹤0.01%
496
-556
3739
$3K ﹤0.01%
+130
3740
$3K ﹤0.01%
117
+10
3741
$3K ﹤0.01%
500
3742
$3K ﹤0.01%
+476
3743
$3K ﹤0.01%
732
3744
$3K ﹤0.01%
430
+160
3745
$3K ﹤0.01%
90
+5
3746
$3K ﹤0.01%
331
-958
3747
$3K ﹤0.01%
56
-271
3748
$3K ﹤0.01%
116
3749
$3K ﹤0.01%
2,290
-2,358
3750
$3K ﹤0.01%
167
-149
148 149
150
151 152