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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
3926
$1K ﹤0.01%
+1,500
3927
$1K ﹤0.01%
72
-57
3928
$1K ﹤0.01%
249
+63
3929
$1K ﹤0.01%
645
3930
$1K ﹤0.01%
200
3931
$1K ﹤0.01%
49
-618
3932
$1K ﹤0.01%
676
-1,545
3933
$1K ﹤0.01%
83
3934
$1K ﹤0.01%
219
3935
$1K ﹤0.01%
100
-163
3936
$1K ﹤0.01%
66
3937
$1K ﹤0.01%
3
-3
3938
$1K ﹤0.01%
100
3939
$1K ﹤0.01%
81
-14
3940
$1K ﹤0.01%
+57
3941
$1K ﹤0.01%
35
-26
3942
$1K ﹤0.01%
177
+77
3943
$1K ﹤0.01%
181
3944
$1K ﹤0.01%
200
3945
$1K ﹤0.01%
43
+17
3946
$1K ﹤0.01%
125
-175
3947
$1K ﹤0.01%
144
-821
3948
$1K ﹤0.01%
41
3949
$1K ﹤0.01%
47
-5
3950
$1K ﹤0.01%
+96
156 157
158
159 160