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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
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,037
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$4.22M
3
+$2.79M
4
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$1.86M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$572K

Top Sells

1
+$34.1M
2
+$916K
3
+$21.2K
4
BN icon
Brookfield
BN
+$7.98K
5
HWM icon
Howmet Aerospace
HWM
+$2.4K

Sector Composition

1 Technology 6.39%
2 Healthcare 5.04%
3 Financials 3.59%
4 Industrials 2.74%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$43K ﹤0.01%
123
1402
$43K ﹤0.01%
450
1403
$43K ﹤0.01%
989
1404
$43K ﹤0.01%
2,548
1405
$43K ﹤0.01%
20,400
1406
$43K ﹤0.01%
1,188
1407
$43K ﹤0.01%
575
1408
$43K ﹤0.01%
1,001
1409
$43K ﹤0.01%
400
1410
$43K ﹤0.01%
260
1411
$43K ﹤0.01%
2,511
1412
$43K ﹤0.01%
555
1413
$43K ﹤0.01%
249
1414
$42K ﹤0.01%
883
1415
$42K ﹤0.01%
764
1416
$42K ﹤0.01%
498
1417
$42K ﹤0.01%
1,500
1418
$42K ﹤0.01%
929
1419
$42K ﹤0.01%
636
1420
$42K ﹤0.01%
1,050
1421
$42K ﹤0.01%
1,031
1422
$42K ﹤0.01%
1,756
1423
$42K ﹤0.01%
1,155
-20
1424
$41K ﹤0.01%
542
1425
$41K ﹤0.01%
640
55 56
57
58 59