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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
4076
$1K ﹤0.01%
36
+15
4077
$1K ﹤0.01%
135
-220
4078
$1K ﹤0.01%
13
4079
$1K ﹤0.01%
+23
4080
$1K ﹤0.01%
16
-58
4081
$1K ﹤0.01%
71
+20
4082
$0 ﹤0.01%
+3
4083
– –
-13
4084
– –
-300
4085
$0 ﹤0.01%
7
4086
– –
-16
4087
$0 ﹤0.01%
+2
4088
– –
-117
4089
– –
-20,185
4090
– –
-124
4091
– –
-3,227
4092
– –
-9,080
4093
– –
-1,792
4094
– –
-27,781
4095
– –
-876
4096
– –
-1,289
4097
– –
-10
4098
– –
-102
4099
– –
-357
4100
– –
-481
162 163
164
165 166