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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
1651
$3K ﹤0.01%
87
1652
$3K ﹤0.01%
30
1653
$3K ﹤0.01%
52
1654
$3K ﹤0.01%
64
-23
1655
$3K ﹤0.01%
91
+29
1656
$3K ﹤0.01%
87
1657
$3K ﹤0.01%
+488
1658
$3K ﹤0.01%
+23
1659
$3K ﹤0.01%
126
1660
$3K ﹤0.01%
130
-212
1661
$3K ﹤0.01%
+284
1662
$3K ﹤0.01%
161
1663
$3K ﹤0.01%
+200
1664
$3K ﹤0.01%
103
1665
$3K ﹤0.01%
+97
1666
$3K ﹤0.01%
+57
1667
$3K ﹤0.01%
19
1668
$3K ﹤0.01%
44
1669
$3K ﹤0.01%
13
-3
1670
$3K ﹤0.01%
71
-23
1671
$3K ﹤0.01%
223
-25
1672
$3K ﹤0.01%
57
+45
1673
$3K ﹤0.01%
235
-313
1674
$3K ﹤0.01%
288
1675
$3K ﹤0.01%
507
65 66
67
68 69