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
1351
$9K ﹤0.01%
285
+190
1352
$9K ﹤0.01%
+965
1353
$9K ﹤0.01%
+154
1354
$9K ﹤0.01%
462
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1355
$9K ﹤0.01%
+150
1356
$9K ﹤0.01%
827
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1357
$9K ﹤0.01%
217
1358
$9K ﹤0.01%
+218
1359
$9K ﹤0.01%
88
-47
1360
$9K ﹤0.01%
8,916
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1361
$9K ﹤0.01%
342
-174
1362
$9K ﹤0.01%
194
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1363
$9K ﹤0.01%
215
1364
$9K ﹤0.01%
556
1365
$9K ﹤0.01%
100
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1366
$9K ﹤0.01%
189
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1367
$9K ﹤0.01%
442
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1368
$9K ﹤0.01%
103
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1369
$9K ﹤0.01%
212
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1370
$9K ﹤0.01%
200
1371
$9K ﹤0.01%
1,614
-1,670
1372
$9K ﹤0.01%
345
1373
$9K ﹤0.01%
176
-76
1374
$9K ﹤0.01%
213
+13
1375
$9K ﹤0.01%
1,326
53 54
55
56 57