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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
1501
$5K ﹤0.01%
142
-644
1502
$5K ﹤0.01%
187
-985
1503
$5K ﹤0.01%
96
-27
1504
$5K ﹤0.01%
84
-33
1505
$5K ﹤0.01%
134
+126
1506
$5K ﹤0.01%
203
+23
1507
$5K ﹤0.01%
+179
1508
$5K ﹤0.01%
1,000
1509
$5K ﹤0.01%
72
+5
1510
$5K ﹤0.01%
1,000
1511
$5K ﹤0.01%
+74
1512
$5K ﹤0.01%
+246
1513
$5K ﹤0.01%
71
+10
1514
$5K ﹤0.01%
200
1515
$5K ﹤0.01%
55
-72
1516
$5K ﹤0.01%
116
+75
1517
$5K ﹤0.01%
17
+9
1518
$5K ﹤0.01%
+101
1519
$5K ﹤0.01%
328
+14
1520
$5K ﹤0.01%
312
1521
$5K ﹤0.01%
120
1522
$5K ﹤0.01%
+175
1523
$5K ﹤0.01%
200
1524
$5K ﹤0.01%
238
1525
$5K ﹤0.01%
190
-298
59 60
61
62 63