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
776
$75K ﹤0.01%
3,460
+1,010
777
$75K ﹤0.01%
2,148
-3,360
778
$75K ﹤0.01%
1,235
+141
779
$75K ﹤0.01%
7,488
-20,076
780
$75K ﹤0.01%
1,392
+387
781
$74K ﹤0.01%
551
+145
782
$74K ﹤0.01%
2,454
-271,403
783
$74K ﹤0.01%
+2,556
784
$74K ﹤0.01%
617
+177
785
$73K ﹤0.01%
+6,897
786
$73K ﹤0.01%
+3,462
787
$72K ﹤0.01%
2,018
+733
788
$72K ﹤0.01%
884
+149
789
$71K ﹤0.01%
742
+49
790
$71K ﹤0.01%
1,435
+441
791
$71K ﹤0.01%
2,147
-2,160
792
$71K ﹤0.01%
2,574
-252
793
$71K ﹤0.01%
1,373
+189
794
$71K ﹤0.01%
1,192
-1,842
795
$71K ﹤0.01%
3,609
-1,349
796
$70K ﹤0.01%
5,524
+720
797
$70K ﹤0.01%
1,138
+1
798
$70K ﹤0.01%
+1,839
799
$69K ﹤0.01%
5,000
-8,700
800
$69K ﹤0.01%
2,119
+58
30 31
32
33 34