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
1276
$12K ﹤0.01%
220
+192
1277
$12K ﹤0.01%
+182
1278
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109
1279
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220
1280
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597
+414
1281
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114
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510
1283
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258
-117
1284
$11K ﹤0.01%
298
+83
1285
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268
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133
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$11K ﹤0.01%
321
-21
1288
$11K ﹤0.01%
+675
1289
$11K ﹤0.01%
300
1290
$11K ﹤0.01%
+1,000
1291
$11K ﹤0.01%
234
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$11K ﹤0.01%
+1,235
1293
$11K ﹤0.01%
111
+9
1294
$11K ﹤0.01%
79
1295
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90
1296
$11K ﹤0.01%
+549
1297
$11K ﹤0.01%
277
-26
1298
$11K ﹤0.01%
242
+221
1299
$11K ﹤0.01%
772
1300
$11K ﹤0.01%
174
-2
50 51
52
53 54