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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
1251
$13K ﹤0.01%
158
-1
1252
$13K ﹤0.01%
748
-28
1253
$13K ﹤0.01%
438
+380
1254
$13K ﹤0.01%
+123
1255
$13K ﹤0.01%
236
-97
1256
$12K ﹤0.01%
800
1257
$12K ﹤0.01%
401
-610
1258
$12K ﹤0.01%
+165
1259
$12K ﹤0.01%
136
-66
1260
$12K ﹤0.01%
290
-701
1261
$12K ﹤0.01%
161
1262
$12K ﹤0.01%
272
+18
1263
$12K ﹤0.01%
505
1264
$12K ﹤0.01%
250
1265
$12K ﹤0.01%
853
1266
$12K ﹤0.01%
936
1267
$12K ﹤0.01%
274
-5,219
1268
$12K ﹤0.01%
350
+175
1269
$12K ﹤0.01%
255
1270
$12K ﹤0.01%
500
1271
$12K ﹤0.01%
265
1272
$12K ﹤0.01%
+520
1273
$12K ﹤0.01%
2,877
+2,843
1274
$12K ﹤0.01%
220
+192
1275
$12K ﹤0.01%
+182
49 50
51
52 53