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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
2526
$2K ﹤0.01%
194
2527
$2K ﹤0.01%
51
2528
$2K ﹤0.01%
32
2529
$2K ﹤0.01%
28
2530
$2K ﹤0.01%
172
2531
$2K ﹤0.01%
49
2532
$2K ﹤0.01%
221
2533
$2K ﹤0.01%
96
2534
$2K ﹤0.01%
101
2535
$2K ﹤0.01%
79
2536
$2K ﹤0.01%
284
2537
$2K ﹤0.01%
7
2538
$2K ﹤0.01%
21
2539
$2K ﹤0.01%
150
2540
$2K ﹤0.01%
28
2541
$2K ﹤0.01%
75
2542
$2K ﹤0.01%
112
2543
$2K ﹤0.01%
48
+40
2544
$2K ﹤0.01%
148
2545
$2K ﹤0.01%
60
2546
$2K ﹤0.01%
34
2547
$2K ﹤0.01%
295
2548
$2K ﹤0.01%
7
2549
$2K ﹤0.01%
22
2550
$2K ﹤0.01%
209
100 101
102
103 104