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
926
$40K ﹤0.01%
1,176
+174
927
$40K ﹤0.01%
406
+294
928
$40K ﹤0.01%
842
+43
929
$40K ﹤0.01%
3,697
+1,507
930
$39K ﹤0.01%
1,838
+183
931
$39K ﹤0.01%
614
+544
932
$39K ﹤0.01%
+1,006
933
$39K ﹤0.01%
1,526
+181
934
$39K ﹤0.01%
1,880
+865
935
$39K ﹤0.01%
740
-75,846
936
$39K ﹤0.01%
+4,669
937
$39K ﹤0.01%
356
-46
938
$39K ﹤0.01%
511
+207
939
$39K ﹤0.01%
873
+468
940
$39K ﹤0.01%
699
+1
941
$39K ﹤0.01%
651
942
$39K ﹤0.01%
257
-21
943
$39K ﹤0.01%
3,932
+1
944
$38K ﹤0.01%
1,254
+152
945
$38K ﹤0.01%
107
+22
946
$38K ﹤0.01%
+2,908
947
$38K ﹤0.01%
890
+568
948
$38K ﹤0.01%
347
+251
949
$38K ﹤0.01%
727
-150
950
$38K ﹤0.01%
+805
36 37
38
39 40