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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
3976
$1K ﹤0.01%
+150
3977
$1K ﹤0.01%
40
3978
$1K ﹤0.01%
12
+3
3979
$1K ﹤0.01%
1
-9
3980
$1K ﹤0.01%
28
-519
3981
$1K ﹤0.01%
83
-23
3982
$1K ﹤0.01%
49
3983
$1K ﹤0.01%
104
-44
3984
$1K ﹤0.01%
14
-27
3985
$1K ﹤0.01%
1,800
-208
3986
$1K ﹤0.01%
47
-239
3987
$1K ﹤0.01%
120
-400
3988
$1K ﹤0.01%
4
3989
$1K ﹤0.01%
+63
3990
$1K ﹤0.01%
42
+38
3991
$1K ﹤0.01%
24
3992
$1K ﹤0.01%
44
+23
3993
$1K ﹤0.01%
43
-142
3994
$1K ﹤0.01%
45
+10
3995
$1K ﹤0.01%
52
3996
$1K ﹤0.01%
75
-216
3997
$1K ﹤0.01%
100
3998
$1K ﹤0.01%
4
3999
$1K ﹤0.01%
20
-36
4000
$1K ﹤0.01%
80
158 159
160
161 162