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
526
$290K 0.01%
+29,435
527
$288K 0.01%
6,507
+5,470
528
$287K 0.01%
3,416
+2,963
529
$285K 0.01%
+26,303
530
$285K 0.01%
4,248
+1,814
531
$283K 0.01%
3,164
+916
532
$282K 0.01%
2,229
+323
533
$281K 0.01%
+19,744
534
$278K 0.01%
1,957
+413
535
$278K 0.01%
3,632
+295
536
$276K 0.01%
4,426
+241
537
$275K 0.01%
+9,473
538
$275K 0.01%
3,750
539
$274K 0.01%
5,732
+4,588
540
$271K 0.01%
1,687
-25
541
$269K 0.01%
4,666
+1,090
542
$269K 0.01%
+22,611
543
$267K 0.01%
4,176
+685
544
$266K 0.01%
9,362
545
$265K 0.01%
13,415
+11,764
546
$264K 0.01%
+9,368
547
$263K 0.01%
25,849
-3,382
548
$258K 0.01%
1,368
+205
549
$257K 0.01%
+48,750
550
$255K 0.01%
11,260
+2,463
20 21
22
23 24