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
1676
$3K ﹤0.01%
71
-23
1677
$3K ﹤0.01%
223
-25
1678
$3K ﹤0.01%
235
-313
1679
$3K ﹤0.01%
288
1680
$3K ﹤0.01%
507
1681
$3K ﹤0.01%
1,404
1682
$3K ﹤0.01%
+69
1683
$3K ﹤0.01%
226
-167
1684
$3K ﹤0.01%
180
+110
1685
$3K ﹤0.01%
500
1686
$3K ﹤0.01%
297
1687
$3K ﹤0.01%
57
+45
1688
$2K ﹤0.01%
92
+4
1689
$2K ﹤0.01%
+66
1690
$2K ﹤0.01%
+3
1691
$2K ﹤0.01%
23
+14
1692
$2K ﹤0.01%
42
+28
1693
$2K ﹤0.01%
30
+20
1694
$2K ﹤0.01%
36
+22
1695
$2K ﹤0.01%
146
1696
$2K ﹤0.01%
80
1697
$2K ﹤0.01%
20
+2
1698
$2K ﹤0.01%
+223
1699
$2K ﹤0.01%
18
+10
1700
$2K ﹤0.01%
312
+4
66 67
68
69 70