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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
2701
$1K ﹤0.01%
74
2702
$1K ﹤0.01%
43
2703
– –
0
2704
$1K ﹤0.01%
13
2705
$1K ﹤0.01%
16
2706
$1K ﹤0.01%
33
2707
$1K ﹤0.01%
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2708
$1K ﹤0.01%
20
2709
$1K ﹤0.01%
26
2710
$1K ﹤0.01%
10
2711
$1K ﹤0.01%
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2712
$1K ﹤0.01%
3
2713
$1K ﹤0.01%
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2714
$1K ﹤0.01%
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2715
$1K ﹤0.01%
23
2716
$1K ﹤0.01%
14
2717
– –
0
2718
$1K ﹤0.01%
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2719
$1K ﹤0.01%
111
2720
$1K ﹤0.01%
300
2721
$1K ﹤0.01%
1
2722
$1K ﹤0.01%
50
2723
$1K ﹤0.01%
8
2724
$1K ﹤0.01%
8
2725
$1K ﹤0.01%
27
107 108
109
110 111