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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
1026
$29K ﹤0.01%
980
-46
1027
$29K ﹤0.01%
655
-82
1028
$29K ﹤0.01%
306
-86
1029
$29K ﹤0.01%
1,578
+49
1030
$29K ﹤0.01%
+588
1031
$28K ﹤0.01%
3,071
1032
$28K ﹤0.01%
+482
1033
$28K ﹤0.01%
+586
1034
$28K ﹤0.01%
169
-5
1035
$28K ﹤0.01%
87
+17
1036
$28K ﹤0.01%
1,000
1037
$28K ﹤0.01%
335
+58
1038
$28K ﹤0.01%
600
-61
1039
$27K ﹤0.01%
934
+66
1040
$27K ﹤0.01%
107
+92
1041
$27K ﹤0.01%
841
1042
$27K ﹤0.01%
95
-5
1043
$27K ﹤0.01%
1,044
+400
1044
$27K ﹤0.01%
212
+144
1045
$27K ﹤0.01%
437
-1,005
1046
$27K ﹤0.01%
445
+178
1047
$27K ﹤0.01%
126
+16
1048
$27K ﹤0.01%
452
+9
1049
$27K ﹤0.01%
912
1050
$27K ﹤0.01%
112
+22
40 41
42
43 44