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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
3876
$1K ﹤0.01%
40
-242
3877
$1K ﹤0.01%
+17
3878
$1K ﹤0.01%
34
-11
3879
$1K ﹤0.01%
496
+304
3880
$1K ﹤0.01%
1,000
3881
$1K ﹤0.01%
+42
3882
$1K ﹤0.01%
12
3883
$1K ﹤0.01%
172
-74
3884
$1K ﹤0.01%
+23
3885
$1K ﹤0.01%
145
3886
$1K ﹤0.01%
54
-122
3887
$1K ﹤0.01%
166
-37
3888
$1K ﹤0.01%
19
-20
3889
$1K ﹤0.01%
34
3890
$1K ﹤0.01%
187
+1
3891
$1K ﹤0.01%
14
-2
3892
$1K ﹤0.01%
14
3893
$1K ﹤0.01%
494
3894
$1K ﹤0.01%
1,350
3895
$1K ﹤0.01%
31
3896
$1K ﹤0.01%
62
+8
3897
$1K ﹤0.01%
388
+8
3898
$1K ﹤0.01%
91
-121
3899
$1K ﹤0.01%
51
3900
$1K ﹤0.01%
16
+3
154 155
156
157 158