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
1451
$7K ﹤0.01%
361
1452
$7K ﹤0.01%
500
+459
1453
$7K ﹤0.01%
+304
1454
$7K ﹤0.01%
875
1455
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73
1456
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207
1457
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+44
1458
$6K ﹤0.01%
79
+54
1459
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54
+12
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$6K ﹤0.01%
44
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1461
$6K ﹤0.01%
1,417
1462
$6K ﹤0.01%
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$6K ﹤0.01%
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69
1465
$6K ﹤0.01%
+270
1466
$6K ﹤0.01%
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-26
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100
1471
$6K ﹤0.01%
121
+10
1472
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1473
$6K ﹤0.01%
126
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1474
$6K ﹤0.01%
+1,000
1475
$6K ﹤0.01%
204
+196
57 58
59
60 61