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
426
$598K 0.01%
15,985
-69,139
427
$594K 0.01%
25,346
-29,620
428
$589K 0.01%
+28,848
429
$588K 0.01%
14,234
-4,001
430
$582K 0.01%
34,761
+12,921
431
$578K 0.01%
2,970
+588
432
$574K 0.01%
+61,297
433
$573K 0.01%
2,139
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434
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12,546
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435
$561K 0.01%
5,935
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436
$561K 0.01%
6,916
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437
$560K 0.01%
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438
$560K 0.01%
24,839
-2,867
439
$557K 0.01%
4,596
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440
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442
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5,209
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443
$541K 0.01%
5,053
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444
$541K 0.01%
+6,781
445
$541K 0.01%
15,786
-2,715
446
$541K 0.01%
5,965
+191
447
$536K 0.01%
17,471
+3,050
448
$531K 0.01%
7,262
+316
449
$526K 0.01%
5,753
+304
450
$520K 0.01%
14,549
-3,553
16 17
18
19 20