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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
4026
$1K ﹤0.01%
136
-50
4027
$1K ﹤0.01%
20
-24
4028
$1K ﹤0.01%
63
4029
$1K ﹤0.01%
33
+6
4030
$1K ﹤0.01%
86
4031
$1K ﹤0.01%
447
+5
4032
$1K ﹤0.01%
106
-35
4033
$1K ﹤0.01%
21
+1
4034
$1K ﹤0.01%
49
-37
4035
$1K ﹤0.01%
238
-12
4036
$1K ﹤0.01%
4
+3
4037
$1K ﹤0.01%
+191
4038
$1K ﹤0.01%
+11
4039
$1K ﹤0.01%
36
4040
$1K ﹤0.01%
140
-200
4041
$1K ﹤0.01%
50
4042
$1K ﹤0.01%
67
-474
4043
$1K ﹤0.01%
48
-257
4044
$1K ﹤0.01%
81
4045
$1K ﹤0.01%
31
4046
$1K ﹤0.01%
25
+3
4047
$1K ﹤0.01%
182
4048
$1K ﹤0.01%
66
-223
4049
$1K ﹤0.01%
28
-53
4050
$1K ﹤0.01%
13
-23
160 161
162
163 164