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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
1626
$3K ﹤0.01%
39
+3
1627
$3K ﹤0.01%
15
1628
$3K ﹤0.01%
141
+109
1629
$3K ﹤0.01%
2
1630
$3K ﹤0.01%
19
-7
1631
$3K ﹤0.01%
49
+4
1632
$3K ﹤0.01%
+80
1633
$3K ﹤0.01%
362
1634
$3K ﹤0.01%
+175
1635
$3K ﹤0.01%
26
1636
$3K ﹤0.01%
+102
1637
$3K ﹤0.01%
89
+10
1638
$3K ﹤0.01%
131
+18
1639
$3K ﹤0.01%
+241
1640
$3K ﹤0.01%
25
1641
$3K ﹤0.01%
75
1642
$3K ﹤0.01%
+1,253
1643
$3K ﹤0.01%
123
-66
1644
$3K ﹤0.01%
46
1645
$3K ﹤0.01%
36
-12
1646
$3K ﹤0.01%
+148
1647
$3K ﹤0.01%
164
-34
1648
$3K ﹤0.01%
+240
1649
$3K ﹤0.01%
127
+107
1650
$3K ﹤0.01%
+107
64 65
66
67 68