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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
2551
$2K ﹤0.01%
98
2552
$2K ﹤0.01%
197
2553
$2K ﹤0.01%
43
2554
$2K ﹤0.01%
30
2555
$2K ﹤0.01%
150
2556
$2K ﹤0.01%
32
2557
$2K ﹤0.01%
3
2558
$2K ﹤0.01%
31
2559
$2K ﹤0.01%
50
2560
$2K ﹤0.01%
31
2561
$2K ﹤0.01%
57
2562
$2K ﹤0.01%
8
2563
$2K ﹤0.01%
1,207
2564
$2K ﹤0.01%
30
2565
$2K ﹤0.01%
41
2566
$2K ﹤0.01%
50
2567
$2K ﹤0.01%
59
2568
$2K ﹤0.01%
20
2569
$2K ﹤0.01%
81
2570
$2K ﹤0.01%
100
2571
$2K ﹤0.01%
17
2572
$2K ﹤0.01%
46
2573
$2K ﹤0.01%
576
2574
$2K ﹤0.01%
12
2575
$2K ﹤0.01%
71
101 102
103
104 105