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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
4051
$1K ﹤0.01%
17
4052
$1K ﹤0.01%
74
+48
4053
$1K ﹤0.01%
30
+22
4054
$1K ﹤0.01%
50
+45
4055
$1K ﹤0.01%
+126
4056
$1K ﹤0.01%
1,399
4057
$1K ﹤0.01%
183
4058
$1K ﹤0.01%
17
-19
4059
$1K ﹤0.01%
40
-58
4060
$1K ﹤0.01%
30
4061
$1K ﹤0.01%
14
-41
4062
$1K ﹤0.01%
+26
4063
– –
0
4064
$1K ﹤0.01%
+20
4065
$1K ﹤0.01%
26
+1
4066
$1K ﹤0.01%
+26
4067
$1K ﹤0.01%
+40
4068
$1K ﹤0.01%
+313
4069
$1K ﹤0.01%
60
4070
$1K ﹤0.01%
66
-2,643
4071
$1K ﹤0.01%
10
4072
$1K ﹤0.01%
365
-232
4073
$1K ﹤0.01%
2
-34
4074
$1K ﹤0.01%
28
+6
4075
$1K ﹤0.01%
33
-74
161 162
163
164 165