Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$3K ﹤0.01%
36
-12
1652
$3K ﹤0.01%
+148
1653
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164
-34
1654
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+240
1655
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127
+107
1656
$3K ﹤0.01%
+107
1657
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87
1658
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30
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52
1660
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64
-23
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91
+29
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$3K ﹤0.01%
87
1663
$3K ﹤0.01%
+488
1664
$3K ﹤0.01%
+23
1665
$3K ﹤0.01%
126
1666
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130
-212
1667
$3K ﹤0.01%
+284
1668
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161
1669
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+200
1670
$3K ﹤0.01%
103
1671
$3K ﹤0.01%
+97
1672
$3K ﹤0.01%
+57
1673
$3K ﹤0.01%
19
1674
$3K ﹤0.01%
44
1675
$3K ﹤0.01%
13
-3
65 66
67
68 69