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
976
$34K ﹤0.01%
+416
977
$34K ﹤0.01%
1,920
+1,345
978
$34K ﹤0.01%
979
+76
979
$34K ﹤0.01%
+1,683
980
$34K ﹤0.01%
3,091
981
$33K ﹤0.01%
2,008
+32
982
$33K ﹤0.01%
11,146
983
$33K ﹤0.01%
509
-1,590
984
$33K ﹤0.01%
1,288
-201
985
$33K ﹤0.01%
2,440
-190
986
$33K ﹤0.01%
2,300
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987
$33K ﹤0.01%
391
+92
988
$33K ﹤0.01%
324
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989
$33K ﹤0.01%
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990
$32K ﹤0.01%
120
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$32K ﹤0.01%
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992
$32K ﹤0.01%
162
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$32K ﹤0.01%
700
994
$32K ﹤0.01%
900
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995
$32K ﹤0.01%
799
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996
$32K ﹤0.01%
216
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997
$32K ﹤0.01%
1,161
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998
$32K ﹤0.01%
770
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999
$32K ﹤0.01%
1,011
+8
1000
$32K ﹤0.01%
674
+180
38 39
40
41 42