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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
3826
$2K ﹤0.01%
38
-11
3827
$2K ﹤0.01%
104
-85
3828
$2K ﹤0.01%
53
-146
3829
$2K ﹤0.01%
+51
3830
$2K ﹤0.01%
74
-20
3831
$2K ﹤0.01%
77
-85
3832
$2K ﹤0.01%
362
-650
3833
$2K ﹤0.01%
168
-2,502
3834
$2K ﹤0.01%
283
3835
$2K ﹤0.01%
190
-133
3836
$2K ﹤0.01%
24
-150
3837
$2K ﹤0.01%
155
3838
$2K ﹤0.01%
94
-81
3839
$2K ﹤0.01%
954
3840
$2K ﹤0.01%
28
3841
$2K ﹤0.01%
97
-9,301
3842
$2K ﹤0.01%
73
+42
3843
$2K ﹤0.01%
87
+52
3844
$2K ﹤0.01%
59
-25
3845
$2K ﹤0.01%
41
3846
$2K ﹤0.01%
31
-250
3847
$2K ﹤0.01%
1,160
3848
$2K ﹤0.01%
53
-27
3849
$2K ﹤0.01%
166
+31
3850
$2K ﹤0.01%
38
152 153
154
155 156