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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
4276
– –
-1,788
4277
$0 ﹤0.01%
262
4278
– –
-50
4279
$0 ﹤0.01%
+200
4280
$0 ﹤0.01%
13
-33
4281
$0 ﹤0.01%
7
4282
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-27
4283
– –
-22
4284
$0 ﹤0.01%
+15
4285
$0 ﹤0.01%
5
4286
– –
-3,938
4287
– –
-152
4288
$0 ﹤0.01%
67
4289
$0 ﹤0.01%
143
+133
4290
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-2
4291
– –
-5,625
4292
$0 ﹤0.01%
48
-48
4293
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-50
4294
$0 ﹤0.01%
1
4295
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-30
4296
$0 ﹤0.01%
25
-545
4297
$0 ﹤0.01%
+1
4298
$0 ﹤0.01%
40
4299
– –
-181
4300
– –
-117
170 171
172
173 174