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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
1201
$16K ﹤0.01%
251
+131
1202
$16K ﹤0.01%
+200
1203
$16K ﹤0.01%
+108
1204
$16K ﹤0.01%
1,144
1205
$16K ﹤0.01%
280
+140
1206
$16K ﹤0.01%
+650
1207
$15K ﹤0.01%
262
+19
1208
$15K ﹤0.01%
93
+24
1209
$15K ﹤0.01%
+830
1210
$15K ﹤0.01%
188
-7
1211
$15K ﹤0.01%
119
+100
1212
$15K ﹤0.01%
269
+9
1213
$15K ﹤0.01%
376
1214
$15K ﹤0.01%
+849
1215
$15K ﹤0.01%
500
+472
1216
$15K ﹤0.01%
+250
1217
$15K ﹤0.01%
219
+99
1218
$15K ﹤0.01%
43
+5
1219
$15K ﹤0.01%
397
+28
1220
$15K ﹤0.01%
500
1221
$15K ﹤0.01%
827
1222
$14K ﹤0.01%
+2,000
1223
$14K ﹤0.01%
579
1224
$14K ﹤0.01%
54
+47
1225
$14K ﹤0.01%
+273
47 48
49
50 51