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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
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,037
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$4.22M
3
+$2.79M
4
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$1.86M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$572K

Top Sells

1
+$34.1M
2
+$916K
3
+$21.2K
4
BN icon
Brookfield
BN
+$7.98K
5
HWM icon
Howmet Aerospace
HWM
+$2.4K

Sector Composition

1 Technology 6.39%
2 Healthcare 5.04%
3 Financials 3.59%
4 Industrials 2.74%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$3K ﹤0.01%
38
2477
$3K ﹤0.01%
192
2478
$2K ﹤0.01%
78
2479
$2K ﹤0.01%
21
2480
$2K ﹤0.01%
312
2481
$2K ﹤0.01%
88
2482
$2K ﹤0.01%
124
2483
$2K ﹤0.01%
49
2484
$2K ﹤0.01%
15
2485
$2K ﹤0.01%
50
2486
$2K ﹤0.01%
65
2487
$2K ﹤0.01%
43
2488
$2K ﹤0.01%
58
2489
$2K ﹤0.01%
6
2490
$2K ﹤0.01%
15
2491
$2K ﹤0.01%
133
2492
$2K ﹤0.01%
60
2493
$2K ﹤0.01%
75
2494
$2K ﹤0.01%
33
2495
$2K ﹤0.01%
50
2496
$2K ﹤0.01%
24
2497
$2K ﹤0.01%
114
2498
$2K ﹤0.01%
182
2499
– –
0
2500
$2K ﹤0.01%
41
98 99
100
101 102