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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
951
$38K ﹤0.01%
732
+121
952
$38K ﹤0.01%
1,574
+74
953
$38K ﹤0.01%
1,793
954
$38K ﹤0.01%
501
+278
955
$37K ﹤0.01%
815
+367
956
$37K ﹤0.01%
330
+33
957
$37K ﹤0.01%
2,008
958
$36K ﹤0.01%
1,020
+359
959
$36K ﹤0.01%
+1,974
960
$36K ﹤0.01%
+3,150
961
$36K ﹤0.01%
+714
962
$36K ﹤0.01%
247
+177
963
$36K ﹤0.01%
435
-423
964
$36K ﹤0.01%
2,873
+1,873
965
$36K ﹤0.01%
271
-99
966
$35K ﹤0.01%
1,257
+11
967
$35K ﹤0.01%
1,281
+834
968
$35K ﹤0.01%
1,280
-1,118
969
$35K ﹤0.01%
+2,568
970
$35K ﹤0.01%
950
971
$34K ﹤0.01%
562
972
$34K ﹤0.01%
450
973
$34K ﹤0.01%
352
-8
974
$34K ﹤0.01%
1,808
-1,128
975
$34K ﹤0.01%
+416
37 38
39
40 41