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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
3801
$2K ﹤0.01%
29
+13
3802
$2K ﹤0.01%
182
-33
3803
$2K ﹤0.01%
67
+11
3804
$2K ﹤0.01%
+284
3805
$2K ﹤0.01%
50
+1
3806
$2K ﹤0.01%
+42
3807
$2K ﹤0.01%
164
3808
$2K ﹤0.01%
273
-7,140
3809
$2K ﹤0.01%
195
-1,032
3810
$2K ﹤0.01%
48
3811
$2K ﹤0.01%
421
3812
$2K ﹤0.01%
132
-1,052
3813
$2K ﹤0.01%
102
3814
$2K ﹤0.01%
364
+262
3815
$2K ﹤0.01%
544
-2,310
3816
$2K ﹤0.01%
66
-314
3817
$2K ﹤0.01%
450
3818
$2K ﹤0.01%
148
+23
3819
$2K ﹤0.01%
12
-3
3820
$2K ﹤0.01%
154
-18,105
3821
$2K ﹤0.01%
323
3822
$2K ﹤0.01%
159
-156
3823
$2K ﹤0.01%
46
3824
$2K ﹤0.01%
357
-1,417
3825
$2K ﹤0.01%
16
-3
151 152
153
154 155