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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
3901
$1K ﹤0.01%
17
-174
3902
$1K ﹤0.01%
5
3903
$1K ﹤0.01%
501
3904
$1K ﹤0.01%
32
+8
3905
$1K ﹤0.01%
39
3906
$1K ﹤0.01%
10
-37
3907
$1K ﹤0.01%
46
-1,187
3908
$1K ﹤0.01%
+80
3909
$1K ﹤0.01%
+133
3910
$1K ﹤0.01%
46
-152
3911
$1K ﹤0.01%
256
3912
$1K ﹤0.01%
120
3913
$1K ﹤0.01%
+61
3914
$1K ﹤0.01%
88
3915
$1K ﹤0.01%
34
-316
3916
$1K ﹤0.01%
31
+3
3917
$1K ﹤0.01%
1
3918
$1K ﹤0.01%
36
-8
3919
$1K ﹤0.01%
397
+214
3920
$1K ﹤0.01%
61
-74
3921
$1K ﹤0.01%
160
3922
$1K ﹤0.01%
35
-25
3923
$1K ﹤0.01%
67
+3
3924
$1K ﹤0.01%
20
-29
3925
$1K ﹤0.01%
46
-159
155 156
157
158 159