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
901
$45K ﹤0.01%
970
+270
902
$45K ﹤0.01%
681
+342
903
$44K ﹤0.01%
1,060
904
$44K ﹤0.01%
+4,580
905
$44K ﹤0.01%
850
906
$44K ﹤0.01%
1,833
-2,887
907
$43K ﹤0.01%
+8,700
908
$43K ﹤0.01%
+879
909
$43K ﹤0.01%
1,159
-333
910
$43K ﹤0.01%
1,148
-22
911
$43K ﹤0.01%
1,194
-58,817
912
$42K ﹤0.01%
677
+97
913
$42K ﹤0.01%
1,338
-45
914
$42K ﹤0.01%
+4,152
915
$41K ﹤0.01%
1,758
-237,719
916
$41K ﹤0.01%
1,586
917
$41K ﹤0.01%
931
+15
918
$41K ﹤0.01%
3,944
-1,632
919
$41K ﹤0.01%
815
-32,464
920
$41K ﹤0.01%
1,398
-32
921
$41K ﹤0.01%
+648
922
$41K ﹤0.01%
2,126
-1,100
923
$40K ﹤0.01%
+316
924
$40K ﹤0.01%
+1,963
925
$40K ﹤0.01%
983
+518
35 36
37
38 39