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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
1401
$8K ﹤0.01%
728
+528
1402
$8K ﹤0.01%
202
1403
$8K ﹤0.01%
119
+92
1404
$8K ﹤0.01%
470
1405
$8K ﹤0.01%
140
1406
$8K ﹤0.01%
139
-89
1407
$8K ﹤0.01%
+500
1408
$8K ﹤0.01%
185
1409
$8K ﹤0.01%
291
+21
1410
$8K ﹤0.01%
278
-210
1411
$8K ﹤0.01%
+220
1412
$8K ﹤0.01%
56
+11
1413
$8K ﹤0.01%
300
-29
1414
$8K ﹤0.01%
+265
1415
$8K ﹤0.01%
162
1416
$8K ﹤0.01%
200
1417
$8K ﹤0.01%
121
+104
1418
$8K ﹤0.01%
122
+4
1419
$8K ﹤0.01%
538
1420
$7K ﹤0.01%
+341
1421
$7K ﹤0.01%
195
-10
1422
$7K ﹤0.01%
161
+113
1423
$7K ﹤0.01%
200
-75
1424
$7K ﹤0.01%
68
1425
$7K ﹤0.01%
417
55 56
57
58 59