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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
1676
$3K ﹤0.01%
1,404
1677
$3K ﹤0.01%
+69
1678
$3K ﹤0.01%
226
-167
1679
$3K ﹤0.01%
180
+110
1680
$3K ﹤0.01%
500
1681
$3K ﹤0.01%
297
1682
$3K ﹤0.01%
185
+143
1683
$3K ﹤0.01%
152
+2
1684
$3K ﹤0.01%
115
1685
$3K ﹤0.01%
134
1686
$3K ﹤0.01%
+100
1687
$3K ﹤0.01%
143
+126
1688
$2K ﹤0.01%
+79
1689
$2K ﹤0.01%
92
+4
1690
$2K ﹤0.01%
+66
1691
$2K ﹤0.01%
+3
1692
$2K ﹤0.01%
23
+14
1693
$2K ﹤0.01%
42
+28
1694
$2K ﹤0.01%
30
+20
1695
$2K ﹤0.01%
36
+22
1696
$2K ﹤0.01%
146
1697
$2K ﹤0.01%
80
1698
$2K ﹤0.01%
20
+2
1699
$2K ﹤0.01%
+223
1700
$2K ﹤0.01%
18
+10
66 67
68
69 70