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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
1101
$22K ﹤0.01%
291
+185
1102
$22K ﹤0.01%
+1,200
1103
$22K ﹤0.01%
+215
1104
$22K ﹤0.01%
937
-2,773
1105
$22K ﹤0.01%
1,107
-26
1106
$22K ﹤0.01%
525
-5
1107
$22K ﹤0.01%
464
+219
1108
$22K ﹤0.01%
357
+340
1109
$22K ﹤0.01%
543
+378
1110
$21K ﹤0.01%
+1,008
1111
$21K ﹤0.01%
528
+299
1112
$21K ﹤0.01%
504
+104
1113
$21K ﹤0.01%
+377
1114
$21K ﹤0.01%
618
-1,214
1115
$21K ﹤0.01%
2,000
+1,000
1116
$21K ﹤0.01%
1,289
+82
1117
$21K ﹤0.01%
426
+262
1118
$21K ﹤0.01%
1,300
+1,000
1119
$21K ﹤0.01%
483
+372
1120
$21K ﹤0.01%
113
1121
$21K ﹤0.01%
219
+110
1122
$21K ﹤0.01%
+1,000
1123
$21K ﹤0.01%
73
+54
1124
$21K ﹤0.01%
165
+2
1125
$21K ﹤0.01%
240
+193
43 44
45
46 47