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
$710M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$8.79M
3
+$8.25M
4
VZ icon
Verizon
VZ
+$7.53M
5
AAPL icon
Apple
AAPL
+$6.37M

Top Sells

1
+$7.04M
2
+$2.88M
3
+$1.84M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.71M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.64M

Sector Composition

1 Industrials 13.51%
2 Technology 12.24%
3 Healthcare 8.96%
4 Materials 3.52%
5 Financials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.72M 0.51%
184,203
+6,723
52
$3.28M 0.45%
37,156
+227
53
$3.28M 0.45%
120,138
+608
54
$3.06M 0.42%
40,689
+6,853
55
$2.96M 0.4%
73,560
+37,183
56
$2.93M 0.4%
18,934
-1,302
57
$2.78M 0.38%
182,241
+110,340
58
$2.39M 0.33%
213,645
+76,363
59
$2.36M 0.32%
91,338
+24,180
60
$2.31M 0.31%
57,600
+25,821
61
$2.31M 0.31%
60,900
+18,489
62
$2.27M 0.31%
66,245
+44,336
63
$2.23M 0.3%
57,955
+56,362
64
$2.11M 0.29%
77,169
+42,397
65
$2.1M 0.29%
28,369
+21,514
66
$2.09M 0.28%
26,889
+7,135
67
$2.04M 0.28%
89,340
+56,353
68
$1.98M 0.27%
64,984
+18,508
69
$1.92M 0.26%
56,124
+29,586
70
$1.87M 0.25%
19,175
+4,154
71
$1.85M 0.25%
113,383
+70,993
72
$1.77M 0.24%
18,163
+181
73
$1.76M 0.24%
11,234
+7,440
74
$1.75M 0.24%
143,299
+84,201
75
$1.71M 0.23%
41,681
+19,842
1 2
3
4 5