Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.99B
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,374
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$43.3M
3
+$35.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$33.5M
5
IVZ icon
Invesco
IVZ
+$24.1M

Top Sells

1
+$41.4M
2
+$38.9M
3
+$20.9M
4
APA icon
APA Corp
APA
+$15.4M
5
CSCO icon
Cisco
CSCO
+$13.7M

Sector Composition

1 Technology 4.84%
2 Healthcare 4.61%
3 Consumer Discretionary 4.3%
4 Consumer Staples 4.23%
5 Financials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$737K 0.02%
9,385
+5,478
402
$724K 0.02%
11,264
-51,690
403
$720K 0.02%
20,786
-75
404
$703K 0.02%
7,046
+330
405
$700K 0.02%
29,904
+19,936
406
$699K 0.02%
36,832
+36,368
407
$683K 0.02%
11,466
+10,434
408
$680K 0.02%
20,430
+8,010
409
$673K 0.02%
13,964
-3,944
410
$671K 0.02%
10,160
+252
411
$669K 0.02%
14,291
-129,760
412
$664K 0.02%
35,369
-358,680
413
$660K 0.02%
14,268
-138
414
$650K 0.02%
12,673
+404
415
$648K 0.02%
23,973
+14,048
416
$646K 0.02%
4,443
+71
417
$639K 0.02%
4,349
+199
418
$638K 0.02%
27,111
-36,370
419
$635K 0.02%
6,586
-2,176
420
$634K 0.02%
8,836
+8,575
421
$618K 0.02%
16,828
+1,167
422
$614K 0.02%
59,024
-1,000
423
$613K 0.02%
12,616
-13,987
424
$611K 0.02%
42,923
-131,129
425
$605K 0.02%
4,018
+647
15 16
17
18 19