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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
1551
$5K ﹤0.01%
83
1552
$5K ﹤0.01%
120
1553
$5K ﹤0.01%
+360
1554
$5K ﹤0.01%
202
1555
$5K ﹤0.01%
3
1556
$5K ﹤0.01%
723
1557
$4K ﹤0.01%
250
1558
$4K ﹤0.01%
+620
1559
$4K ﹤0.01%
84
1560
$4K ﹤0.01%
35
-47
1561
$4K ﹤0.01%
62
+42
1562
$4K ﹤0.01%
46
-149
1563
$4K ﹤0.01%
98
+50
1564
$4K ﹤0.01%
+100
1565
$4K ﹤0.01%
220
1566
$4K ﹤0.01%
402
1567
$4K ﹤0.01%
160
1568
$4K ﹤0.01%
425
-575
1569
$4K ﹤0.01%
210
+144
1570
$4K ﹤0.01%
47
+38
1571
$4K ﹤0.01%
179
1572
$4K ﹤0.01%
+305
1573
$4K ﹤0.01%
164
1574
$4K ﹤0.01%
+26
1575
$4K ﹤0.01%
+297
61 62
63
64 65