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
1251
$13K ﹤0.01%
158
-1
1252
$13K ﹤0.01%
438
+380
1253
$13K ﹤0.01%
+123
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$13K ﹤0.01%
748
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$13K ﹤0.01%
236
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$12K ﹤0.01%
800
1257
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192
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1258
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275
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1259
$12K ﹤0.01%
401
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1260
$12K ﹤0.01%
+165
1261
$12K ﹤0.01%
136
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1262
$12K ﹤0.01%
290
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1263
$12K ﹤0.01%
161
1264
$12K ﹤0.01%
272
+18
1265
$12K ﹤0.01%
505
1266
$12K ﹤0.01%
250
1267
$12K ﹤0.01%
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1268
$12K ﹤0.01%
936
1269
$12K ﹤0.01%
270
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1270
$12K ﹤0.01%
70
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1271
$12K ﹤0.01%
255
1272
$12K ﹤0.01%
500
1273
$12K ﹤0.01%
265
1274
$12K ﹤0.01%
+520
1275
$12K ﹤0.01%
2,877
+2,843
49 50
51
52 53