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
1076
$24K ﹤0.01%
733
+588
1077
$24K ﹤0.01%
450
+282
1078
$24K ﹤0.01%
+4,733
1079
$24K ﹤0.01%
1,087
-71
1080
$24K ﹤0.01%
1,075
+940
1081
$24K ﹤0.01%
353
+3
1082
$24K ﹤0.01%
239
+16
1083
$24K ﹤0.01%
550
1084
$24K ﹤0.01%
+1,219
1085
$24K ﹤0.01%
426
+212
1086
$24K ﹤0.01%
562
+480
1087
$23K ﹤0.01%
813
1088
$23K ﹤0.01%
964
-13
1089
$23K ﹤0.01%
325
+235
1090
$23K ﹤0.01%
250
+230
1091
$23K ﹤0.01%
131
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1092
$23K ﹤0.01%
952
+760
1093
$23K ﹤0.01%
271
-186
1094
$23K ﹤0.01%
699
+199
1095
$23K ﹤0.01%
+640
1096
$23K ﹤0.01%
255
1097
$23K ﹤0.01%
+1,333
1098
$22K ﹤0.01%
1,680
1099
$22K ﹤0.01%
450
1100
$22K ﹤0.01%
+721
42 43
44
45 46