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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
4001
$1K ﹤0.01%
100
4002
$1K ﹤0.01%
43
-43
4003
$1K ﹤0.01%
34
-101
4004
$1K ﹤0.01%
76
4005
$1K ﹤0.01%
19
4006
$1K ﹤0.01%
407
4007
$1K ﹤0.01%
+3
4008
$1K ﹤0.01%
13
4009
$1K ﹤0.01%
41
+7
4010
$1K ﹤0.01%
22
-112
4011
$1K ﹤0.01%
14
4012
$1K ﹤0.01%
154
4013
$1K ﹤0.01%
27
4014
$1K ﹤0.01%
375
+18
4015
$1K ﹤0.01%
+503
4016
$1K ﹤0.01%
21
+1
4017
$1K ﹤0.01%
25
+9
4018
$1K ﹤0.01%
51
-282
4019
$1K ﹤0.01%
27
-9
4020
$1K ﹤0.01%
37
-135
4021
$1K ﹤0.01%
+50
4022
$1K ﹤0.01%
22
-630
4023
$1K ﹤0.01%
+17
4024
$1K ﹤0.01%
+70
4025
$1K ﹤0.01%
+65
159 160
161
162 163