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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
3751
$3K ﹤0.01%
42
3752
$3K ﹤0.01%
+125
3753
$3K ﹤0.01%
142
3754
$3K ﹤0.01%
900
3755
$3K ﹤0.01%
142
+85
3756
$3K ﹤0.01%
108
-118
3757
$3K ﹤0.01%
199
3758
$3K ﹤0.01%
133
3759
$3K ﹤0.01%
+100
3760
$3K ﹤0.01%
85
3761
$3K ﹤0.01%
342
-498
3762
$2K ﹤0.01%
50
3763
$2K ﹤0.01%
250
-16
3764
$2K ﹤0.01%
245
-413
3765
$2K ﹤0.01%
58
3766
$2K ﹤0.01%
+74
3767
$2K ﹤0.01%
100
3768
$2K ﹤0.01%
110
3769
$2K ﹤0.01%
500
3770
$2K ﹤0.01%
125
3771
$2K ﹤0.01%
134
-5
3772
$2K ﹤0.01%
127
+42
3773
$2K ﹤0.01%
43
-54
3774
$2K ﹤0.01%
200
3775
$2K ﹤0.01%
203
149 150
151
152 153