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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
+$58.2M
2
+$43.5M
3
+$37.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$35.7M
5
IVZ icon
Invesco
IVZ
+$28.8M

Top Sells

1
+$42M
2
+$40.7M
3
+$22.6M
4
APA icon
APA Corp
APA
+$21.6M
5
HAL icon
Halliburton
HAL
+$17.1M

Sector Composition

1 Technology 4.84%
2 Healthcare 4.61%
3 Consumer Discretionary 4.3%
4 Consumer Staples 4.23%
5 Financials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$56K ﹤0.01%
+3,534
852
$56K ﹤0.01%
844
-41
853
$56K ﹤0.01%
572
-1,428
854
$56K ﹤0.01%
1,548
+1,156
855
$56K ﹤0.01%
335
+133
856
$56K ﹤0.01%
+752
857
$55K ﹤0.01%
348
+37
858
$55K ﹤0.01%
1,291
-953
859
$55K ﹤0.01%
1,549
-592
860
$55K ﹤0.01%
+4,510
861
$55K ﹤0.01%
+292
862
$55K ﹤0.01%
678
+54
863
$54K ﹤0.01%
779
-352
864
$54K ﹤0.01%
339
865
$53K ﹤0.01%
810
-332
866
$53K ﹤0.01%
94
+49
867
$53K ﹤0.01%
1,156
+1,136
868
$53K ﹤0.01%
1,772
+325
869
$53K ﹤0.01%
2,206
-2,896
870
$52K ﹤0.01%
489
+301
871
$52K ﹤0.01%
+5,561
872
$52K ﹤0.01%
1,838
-19,566
873
$51K ﹤0.01%
490
-346
874
$51K ﹤0.01%
864
-200
875
$51K ﹤0.01%
896
+502
33 34
35
36 37