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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
2251
$44K ﹤0.01%
2,387
-1,133
2252
$44K ﹤0.01%
703
-153
2253
$44K ﹤0.01%
5,248
-498
2254
$44K ﹤0.01%
959
-163
2255
$44K ﹤0.01%
1,540
-50
2256
$44K ﹤0.01%
655
+274
2257
$44K ﹤0.01%
933
+69
2258
$44K ﹤0.01%
6,708
+6,500
2259
$44K ﹤0.01%
1,175
+17
2260
$44K ﹤0.01%
1,281
+501
2261
$43K ﹤0.01%
1,401
-38
2262
$43K ﹤0.01%
12,493
-1,867
2263
$43K ﹤0.01%
2,131
+1,127
2264
$43K ﹤0.01%
305
-43
2265
$43K ﹤0.01%
288
-32
2266
$43K ﹤0.01%
603
2267
$43K ﹤0.01%
1,711
-526
2268
$43K ﹤0.01%
2,011
+1,376
2269
$43K ﹤0.01%
226
-48
2270
$43K ﹤0.01%
+921
2271
$43K ﹤0.01%
2,232
+1,662
2272
$43K ﹤0.01%
2,708
-57
2273
$43K ﹤0.01%
779
+426
2274
$43K ﹤0.01%
459
+81
2275
$43K ﹤0.01%
1,370
+240
89 90
91
92 93