We are live on ! Find out more
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
876
$51K ﹤0.01%
678
-817
877
$50K ﹤0.01%
1,276
+815
878
$50K ﹤0.01%
678
+51
879
$50K ﹤0.01%
+594
880
$49K ﹤0.01%
911
+258
881
$49K ﹤0.01%
840
+28
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%
1,600
891
$46K ﹤0.01%
3,286
-533
892
$46K ﹤0.01%
266
+184
893
$46K ﹤0.01%
1,536
+348
894
$46K ﹤0.01%
+6,657
895
$46K ﹤0.01%
1,270
+870
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