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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
1476
$6K ﹤0.01%
366
1477
– –
0
1478
$6K ﹤0.01%
+173
1479
$6K ﹤0.01%
+157
1480
$6K ﹤0.01%
54
1481
$6K ﹤0.01%
+2
1482
$6K ﹤0.01%
159
+6
1483
$6K ﹤0.01%
1,081
1484
$6K ﹤0.01%
2,525
+5
1485
$6K ﹤0.01%
68
-15
1486
$6K ﹤0.01%
70
+18
1487
$6K ﹤0.01%
359
-13
1488
$6K ﹤0.01%
896
+718
1489
$6K ﹤0.01%
+151
1490
$6K ﹤0.01%
73
-13
1491
$6K ﹤0.01%
54
+12
1492
$6K ﹤0.01%
44
+31
1493
$6K ﹤0.01%
+270
1494
$6K ﹤0.01%
+186
1495
$5K ﹤0.01%
118
-33
1496
$5K ﹤0.01%
244
+64
1497
$5K ﹤0.01%
100
1498
$5K ﹤0.01%
114
1499
$5K ﹤0.01%
109
1500
$5K ﹤0.01%
476
+384
58 59
60
61 62