Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$6K ﹤0.01%
54
1477
$6K ﹤0.01%
+2
1478
$6K ﹤0.01%
159
+6
1479
$6K ﹤0.01%
1,081
1480
$6K ﹤0.01%
2,525
+5
1481
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68
-15
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896
+718
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+151
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73
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$6K ﹤0.01%
54
+12
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44
+31
1489
$6K ﹤0.01%
1,417
1490
$6K ﹤0.01%
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1491
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69
1493
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+270
1494
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+186
1495
$5K ﹤0.01%
+179
1496
$5K ﹤0.01%
118
-33
1497
$5K ﹤0.01%
244
+64
1498
$5K ﹤0.01%
114
1499
$5K ﹤0.01%
109
1500
$5K ﹤0.01%
476
+384
58 59
60
61 62