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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
3776
$2K ﹤0.01%
+18
3777
$2K ﹤0.01%
1,594
3778
$2K ﹤0.01%
33
-482
3779
$2K ﹤0.01%
124
+4
3780
$2K ﹤0.01%
50
3781
$2K ﹤0.01%
100
3782
$2K ﹤0.01%
23
-15
3783
$2K ﹤0.01%
+405
3784
$2K ﹤0.01%
60
3785
$2K ﹤0.01%
107
3786
$2K ﹤0.01%
64
+13
3787
$2K ﹤0.01%
850
3788
$2K ﹤0.01%
50
-8
3789
$2K ﹤0.01%
48
+12
3790
$2K ﹤0.01%
19
-60
3791
$2K ﹤0.01%
70
+16
3792
$2K ﹤0.01%
11
-9
3793
$2K ﹤0.01%
221
+97
3794
$2K ﹤0.01%
73
3795
$2K ﹤0.01%
200
3796
$2K ﹤0.01%
132
+58
3797
$2K ﹤0.01%
75
-3
3798
$2K ﹤0.01%
700
3799
$2K ﹤0.01%
102
-503
3800
$2K ﹤0.01%
9
150 151
152
153 154