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
1176
$18K ﹤0.01%
274
+153
1177
$18K ﹤0.01%
1,000
1178
$18K ﹤0.01%
+344
1179
$17K ﹤0.01%
+400
1180
$17K ﹤0.01%
386
+25
1181
$17K ﹤0.01%
+453
1182
$17K ﹤0.01%
+1,078
1183
$17K ﹤0.01%
719
+106
1184
$17K ﹤0.01%
321
+252
1185
$17K ﹤0.01%
1,755
+1,055
1186
$17K ﹤0.01%
169
1187
$16K ﹤0.01%
212
-2
1188
$16K ﹤0.01%
242
+161
1189
$16K ﹤0.01%
300
1190
$16K ﹤0.01%
1,155
+40
1191
$16K ﹤0.01%
538
+27
1192
$16K ﹤0.01%
258
+187
1193
$16K ﹤0.01%
+264
1194
$16K ﹤0.01%
500
1195
$16K ﹤0.01%
540
-154
1196
$16K ﹤0.01%
223
-19
1197
$16K ﹤0.01%
1,026
-795
1198
$16K ﹤0.01%
328
1199
$16K ﹤0.01%
+200
1200
$16K ﹤0.01%
+108
46 47
48
49 50