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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
2351
$37K ﹤0.01%
1,195
-72
2352
$37K ﹤0.01%
589
2353
$37K ﹤0.01%
1,639
-15
2354
$37K ﹤0.01%
3,553
+3,400
2355
$37K ﹤0.01%
1,100
+512
2356
$37K ﹤0.01%
1,218
-35
2357
$37K ﹤0.01%
1,726
-176
2358
$37K ﹤0.01%
1,474
-274
2359
$37K ﹤0.01%
764
-122
2360
$37K ﹤0.01%
3,417
-2,596
2361
$37K ﹤0.01%
1,253
-616
2362
$37K ﹤0.01%
3,118
-78
2363
$36K ﹤0.01%
5,842
-603
2364
$36K ﹤0.01%
840
+300
2365
$36K ﹤0.01%
1,685
+1,358
2366
$36K ﹤0.01%
1,315
+84
2367
$36K ﹤0.01%
758
+2
2368
$36K ﹤0.01%
1,719
2369
$36K ﹤0.01%
2,883
-969
2370
$36K ﹤0.01%
832
+192
2371
$36K ﹤0.01%
442
-5
2372
$36K ﹤0.01%
518
-142
2373
$36K ﹤0.01%
412
+263
2374
$36K ﹤0.01%
861
-60
2375
$36K ﹤0.01%
2,161
-768
93 94
95
96 97