We are live on ! Find out more
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
4226
– –
-200
4227
$0 ﹤0.01%
101
-374
4228
– –
-84
4229
$0 ﹤0.01%
+2
4230
– –
-303
4231
$0 ﹤0.01%
+106
4232
$0 ﹤0.01%
19
-44
4233
$0 ﹤0.01%
2
4234
$0 ﹤0.01%
+13
4235
– –
-68
4236
$0 ﹤0.01%
96
4237
$0 ﹤0.01%
5
4238
– –
-183
4239
– –
-18
4240
$0 ﹤0.01%
31
4241
– –
-10
4242
$0 ﹤0.01%
5,124
4243
– –
0
4244
– –
-5,520
4245
$0 ﹤0.01%
1
-10
4246
$0 ﹤0.01%
+20
4247
– –
-1
4248
– –
-40
4249
$0 ﹤0.01%
30
-4
4250
$0 ﹤0.01%
+4
168 169
170
171 172