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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
1301
$11K ﹤0.01%
38
1302
$11K ﹤0.01%
16
+7
1303
$11K ﹤0.01%
1,056
-130,673
1304
$11K ﹤0.01%
+700
1305
$11K ﹤0.01%
462
-108
1306
$11K ﹤0.01%
215
+111
1307
$11K ﹤0.01%
90
1308
$11K ﹤0.01%
277
-26
1309
$11K ﹤0.01%
242
+221
1310
$11K ﹤0.01%
268
-17
1311
$10K ﹤0.01%
363
-8,337
1312
$10K ﹤0.01%
+5,493
1313
$10K ﹤0.01%
+1,500
1314
$10K ﹤0.01%
96
-42
1315
$10K ﹤0.01%
357
-869
1316
$10K ﹤0.01%
119
+23
1317
$10K ﹤0.01%
370
+228
1318
$10K ﹤0.01%
+189
1319
$10K ﹤0.01%
+217
1320
$10K ﹤0.01%
235
+35
1321
$10K ﹤0.01%
238
+38
1322
$10K ﹤0.01%
1,152
1323
$10K ﹤0.01%
680
+650
1324
$10K ﹤0.01%
+566
1325
$10K ﹤0.01%
100
51 52
53
54 55