We are live on ! Find out more
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
$710M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$8.63M
3
+$7.89M
4
VZ icon
Verizon
VZ
+$7.48M
5
AAPL icon
Apple
AAPL
+$6.32M

Top Sells

1
+$6.93M
2
+$2.83M
3
+$1.81M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.71M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.61M

Sector Composition

1 Industrials 13.51%
2 Technology 12.24%
3 Healthcare 8.96%
4 Materials 3.52%
5 Financials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-38
252
– –
-156
253
– –
-60
254
– –
-43
255
– –
-25
256
– –
-500
257
– –
-300
258
– –
-1,020
259
– –
-19
260
– –
-200
261
– –
-21
262
– –
-1,125
263
– –
-110
264
– –
-325
265
– –
-268
266
– –
-2,368
267
– –
-1,347
268
– –
-119
269
– –
-2,844
270
– –
-1,381
271
– –
-46
272
– –
-10,660
273
– –
-960
274
– –
-96
275
– –
-27
9 10
11
12 13