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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
1426
$7K ﹤0.01%
103
-8
1427
$7K ﹤0.01%
131
+16
1428
$7K ﹤0.01%
+145
1429
$7K ﹤0.01%
2,000
1430
$7K ﹤0.01%
321
-525
1431
$7K ﹤0.01%
225
+135
1432
$7K ﹤0.01%
251
-60
1433
$7K ﹤0.01%
124
-215
1434
$7K ﹤0.01%
+138
1435
$7K ﹤0.01%
+460
1436
$7K ﹤0.01%
508
1437
$7K ﹤0.01%
+320
1438
$7K ﹤0.01%
140
1439
$7K ﹤0.01%
+297
1440
$7K ﹤0.01%
88
+39
1441
$7K ﹤0.01%
548
+175
1442
$7K ﹤0.01%
53
+12
1443
$7K ﹤0.01%
155
1444
$7K ﹤0.01%
474
+74
1445
$7K ﹤0.01%
140
-17
1446
$7K ﹤0.01%
91
-30
1447
$7K ﹤0.01%
+48
1448
$7K ﹤0.01%
361
1449
$7K ﹤0.01%
500
+459
1450
$7K ﹤0.01%
+304
56 57
58
59 60