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
451
$514K 0.01%
+25,968
452
$508K 0.01%
35,806
+14,736
453
$508K 0.01%
43,655
-5,415
454
$505K 0.01%
7,035
+4,490
455
$500K 0.01%
+13,350
456
$497K 0.01%
+39,234
457
$496K 0.01%
2,216
-31
458
$495K 0.01%
7,422
-472
459
$489K 0.01%
29,760
+4,185
460
$486K 0.01%
31,538
461
$485K 0.01%
18,650
+15,843
462
$482K 0.01%
7,352
+4,948
463
$479K 0.01%
40,360
464
$474K 0.01%
20,439
-31,346
465
$472K 0.01%
16,236
+6,170
466
$471K 0.01%
+37,352
467
$458K 0.01%
8,190
+7,988
468
$450K 0.01%
10,660
+284
469
$449K 0.01%
9,924
+9,676
470
$448K 0.01%
+42,929
471
$442K 0.01%
3,372
+483
472
$437K 0.01%
9,750
473
$436K 0.01%
+36,157
474
$436K 0.01%
6,509
+2,648
475
$432K 0.01%
7,408
+2,192
17 18
19
20 21