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
876
$51K ﹤0.01%
678
-817
877
$50K ﹤0.01%
1,276
+815
878
$50K ﹤0.01%
678
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879
$50K ﹤0.01%
+594
880
$49K ﹤0.01%
911
+258
881
$49K ﹤0.01%
945
+31
882
$49K ﹤0.01%
2,234
+1,539
883
$48K ﹤0.01%
3,984
884
$48K ﹤0.01%
254
+13
885
$48K ﹤0.01%
654
+88
886
$48K ﹤0.01%
7,575
-766,176
887
$47K ﹤0.01%
2,143
+1,743
888
$47K ﹤0.01%
484
+19
889
$47K ﹤0.01%
2,722
+2,613
890
$46K ﹤0.01%
1,536
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891
$46K ﹤0.01%
+6,657
892
$46K ﹤0.01%
1,270
+870
893
$46K ﹤0.01%
1,600
894
$46K ﹤0.01%
3,286
-533
895
$46K ﹤0.01%
266
+184
896
$45K ﹤0.01%
291
+266
897
$45K ﹤0.01%
1,585
+97
898
$45K ﹤0.01%
+1,627
899
$45K ﹤0.01%
+6,120
900
$45K ﹤0.01%
1,824
-6
34 35
36
37 38