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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
1276
$12K ﹤0.01%
109
1277
$12K ﹤0.01%
220
1278
$12K ﹤0.01%
597
+414
1279
$12K ﹤0.01%
114
1280
$12K ﹤0.01%
510
1281
$12K ﹤0.01%
258
-117
1282
$12K ﹤0.01%
192
-574
1283
$12K ﹤0.01%
275
+86
1284
$11K ﹤0.01%
835
+133
1285
$11K ﹤0.01%
298
+83
1286
$11K ﹤0.01%
133
+64
1287
$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
+43
1292
$11K ﹤0.01%
+1,235
1293
$11K ﹤0.01%
111
+9
1294
$11K ﹤0.01%
79
1295
$11K ﹤0.01%
+549
1296
$11K ﹤0.01%
772
1297
$11K ﹤0.01%
696
-8
1298
$11K ﹤0.01%
132
+37
1299
$11K ﹤0.01%
29
+18
1300
$11K ﹤0.01%
379
50 51
52
53 54