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
826
$63K ﹤0.01%
891
-79,546
827
$63K ﹤0.01%
2,000
828
$62K ﹤0.01%
767
+558
829
$62K ﹤0.01%
1,170
+692
830
$62K ﹤0.01%
+1,101
831
$61K ﹤0.01%
1,311
832
$61K ﹤0.01%
1,017
833
$61K ﹤0.01%
5,439
+3,909
834
$61K ﹤0.01%
1,848
-669
835
$60K ﹤0.01%
1,824
-6,841
836
$60K ﹤0.01%
+12,861
837
$59K ﹤0.01%
+4,900
838
$59K ﹤0.01%
+4,690
839
$59K ﹤0.01%
552
+487
840
$59K ﹤0.01%
1,406
841
$59K ﹤0.01%
2,095
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842
$59K ﹤0.01%
493
-280
843
$58K ﹤0.01%
2,350
+1,000
844
$58K ﹤0.01%
1,317
+983
845
$57K ﹤0.01%
33
-2
846
$57K ﹤0.01%
1,144
+445
847
$57K ﹤0.01%
+508
848
$57K ﹤0.01%
943
849
$57K ﹤0.01%
+2,491
850
$56K ﹤0.01%
1,329
-228
32 33
34
35 36