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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
1601
$4K ﹤0.01%
49
-4
1602
$4K ﹤0.01%
33
+4
1603
$4K ﹤0.01%
186
1604
$4K ﹤0.01%
105
1605
$4K ﹤0.01%
+116
1606
$4K ﹤0.01%
87
1607
$4K ﹤0.01%
4
1608
$4K ﹤0.01%
+442
1609
$4K ﹤0.01%
200
-6,227
1610
$4K ﹤0.01%
158
1611
$4K ﹤0.01%
6
+1
1612
$4K ﹤0.01%
120
1613
$4K ﹤0.01%
274
1614
$4K ﹤0.01%
+75
1615
$4K ﹤0.01%
95
1616
$4K ﹤0.01%
50
1617
$4K ﹤0.01%
335
1618
$4K ﹤0.01%
73
+5
1619
$3K ﹤0.01%
225
-51
1620
$3K ﹤0.01%
85
+17
1621
$3K ﹤0.01%
28
+3
1622
$3K ﹤0.01%
88
+79
1623
$3K ﹤0.01%
36
+24
1624
$3K ﹤0.01%
1,000
1625
$3K ﹤0.01%
200
63 64
65
66 67