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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
3951
$1K ﹤0.01%
300
3952
$1K ﹤0.01%
20
-621
3953
$1K ﹤0.01%
+6
3954
$1K ﹤0.01%
68
-219
3955
$1K ﹤0.01%
47
-342
3956
$1K ﹤0.01%
11
3957
$1K ﹤0.01%
132
3958
$1K ﹤0.01%
76
-15
3959
$1K ﹤0.01%
308
3960
$1K ﹤0.01%
12
-3,116
3961
$1K ﹤0.01%
+8
3962
$1K ﹤0.01%
+235
3963
$1K ﹤0.01%
13
-229
3964
$1K ﹤0.01%
26
+23
3965
$1K ﹤0.01%
206
-31
3966
$1K ﹤0.01%
34
-33
3967
$1K ﹤0.01%
+10
3968
$1K ﹤0.01%
+62
3969
$1K ﹤0.01%
+30
3970
$1K ﹤0.01%
118
3971
$1K ﹤0.01%
13
-15
3972
$1K ﹤0.01%
100
-250
3973
$1K ﹤0.01%
1,000
3974
$1K ﹤0.01%
62
+27
3975
$1K ﹤0.01%
16
-19
157 158
159
160 161