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
576
$222K 0.01%
8,720
+2,280
577
$221K 0.01%
5,796
+5,084
578
$219K 0.01%
1,260
579
$217K 0.01%
6,334
-2,627
580
$216K 0.01%
16,737
+12,113
581
$214K 0.01%
8,916
-35,640
582
$214K 0.01%
2,556
+2,286
583
$214K 0.01%
2,773
-313
584
$213K 0.01%
+14,490
585
$212K 0.01%
3,725
+3,703
586
$212K 0.01%
1,844
+1,013
587
$211K 0.01%
3,193
+72
588
$211K 0.01%
3,319
-14
589
$210K 0.01%
1,104
+1,083
590
$210K 0.01%
1,514
+140
591
$209K 0.01%
+15,589
592
$206K 0.01%
1,897
+11
593
$206K 0.01%
17,323
+97
594
$206K 0.01%
3,413
-72
595
$206K 0.01%
3,797
+2,664
596
$204K 0.01%
+3,400
597
$204K 0.01%
+10,253
598
$204K 0.01%
3,349
-428
599
$202K 0.01%
+18,101
600
$202K 0.01%
13,328
-2,936
22 23
24
25 26