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
551
$255K 0.01%
6,543
-535,516
552
$253K 0.01%
3,111
+673
553
$253K 0.01%
9,592
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554
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3,177
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555
$249K 0.01%
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+7,418
556
$247K 0.01%
5,092
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557
$247K 0.01%
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558
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559
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9,168
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560
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561
$241K 0.01%
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562
$241K 0.01%
3,130
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563
$241K 0.01%
1,509
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564
$240K 0.01%
5,856
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565
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566
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2,505
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568
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8,218
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9,439
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570
$232K 0.01%
7,139
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571
$230K 0.01%
3,100
572
$229K 0.01%
11,963
-2,330
573
$228K 0.01%
5,195
-317
574
$228K 0.01%
3,943
+3,362
575
$224K 0.01%
748
+110
21 22
23
24 25