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
601
$201K 0.01%
1,344
+54
602
$198K ﹤0.01%
+15,797
603
$193K ﹤0.01%
+15,295
604
$193K ﹤0.01%
4,556
+3,080
605
$193K ﹤0.01%
1,407
+233
606
$192K ﹤0.01%
+11,449
607
$191K ﹤0.01%
+7,200
608
$190K ﹤0.01%
2,295
-568
609
$190K ﹤0.01%
1,989
+634
610
$189K ﹤0.01%
+15,571
611
$187K ﹤0.01%
13,942
+996
612
$187K ﹤0.01%
851
+45
613
$187K ﹤0.01%
223
-17
614
$187K ﹤0.01%
4,094
+692
615
$186K ﹤0.01%
4,000
+1,184
616
$184K ﹤0.01%
2,407
+254
617
$182K ﹤0.01%
+7,889
618
$181K ﹤0.01%
5,538
+1,264
619
$181K ﹤0.01%
+15,659
620
$179K ﹤0.01%
11,657
+1,476
621
$178K ﹤0.01%
13,448
+8,562
622
$177K ﹤0.01%
4,221
+1,618
623
$177K ﹤0.01%
3,758
+2,054
624
$176K ﹤0.01%
780
+70
625
$174K ﹤0.01%
5,200
23 24
25
26 27