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
1126
$20K ﹤0.01%
429
+151
1127
$20K ﹤0.01%
449
-331
1128
$20K ﹤0.01%
488
-309
1129
$20K ﹤0.01%
201
+33
1130
$20K ﹤0.01%
410
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1131
$20K ﹤0.01%
927
-132
1132
$20K ﹤0.01%
1,027
-3,798
1133
$20K ﹤0.01%
1,536
+584
1134
$20K ﹤0.01%
487
+302
1135
$20K ﹤0.01%
582
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1136
$20K ﹤0.01%
+969
1137
$20K ﹤0.01%
971
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1138
$20K ﹤0.01%
241
-28
1139
$20K ﹤0.01%
116
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1140
$20K ﹤0.01%
526
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1141
$20K ﹤0.01%
113
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1142
$20K ﹤0.01%
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1143
$19K ﹤0.01%
253
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1144
$19K ﹤0.01%
167
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1145
$19K ﹤0.01%
+1,000
1146
$19K ﹤0.01%
398
1147
$19K ﹤0.01%
313
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1148
$19K ﹤0.01%
241
1149
$19K ﹤0.01%
390
+115
1150
$19K ﹤0.01%
139
+136
44 45
46
47 48