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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
2501
$2K ﹤0.01%
65
2502
$2K ﹤0.01%
16
2503
$2K ﹤0.01%
80
2504
$2K ﹤0.01%
60
2505
$2K ﹤0.01%
63
2506
$2K ﹤0.01%
128
2507
$2K ﹤0.01%
90
2508
$2K ﹤0.01%
259
2509
$2K ﹤0.01%
60
2510
$2K ﹤0.01%
145
2511
$2K ﹤0.01%
37
2512
$2K ﹤0.01%
21
2513
$2K ﹤0.01%
300
2514
$2K ﹤0.01%
48
2515
$2K ﹤0.01%
+3
2516
$2K ﹤0.01%
74
2517
$2K ﹤0.01%
64
2518
$2K ﹤0.01%
40
2519
$2K ﹤0.01%
105
2520
$2K ﹤0.01%
67
2521
$2K ﹤0.01%
17
2522
$2K ﹤0.01%
78
2523
$2K ﹤0.01%
106
2524
$2K ﹤0.01%
450
2525
$2K ﹤0.01%
232
99 100
101
102 103