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
1701
$2K ﹤0.01%
+96
1702
$2K ﹤0.01%
22
-170
1703
$2K ﹤0.01%
+25
1704
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41
+4
1705
$2K ﹤0.01%
100
-200
1706
$2K ﹤0.01%
+50
1707
$2K ﹤0.01%
54
-3
1708
$2K ﹤0.01%
51
-104
1709
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50
+2
1710
$2K ﹤0.01%
204
1711
$2K ﹤0.01%
+21
1712
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52
-2
1713
$2K ﹤0.01%
119
-50
1714
$2K ﹤0.01%
15
+10
1715
$2K ﹤0.01%
23
+12
1716
$2K ﹤0.01%
91
-2,306
1717
$2K ﹤0.01%
+22
1718
$2K ﹤0.01%
80
1719
$2K ﹤0.01%
58
1720
$2K ﹤0.01%
76
-97
1721
$2K ﹤0.01%
+59
1722
$2K ﹤0.01%
24
-180
1723
$2K ﹤0.01%
30
+18
1724
$2K ﹤0.01%
91
1725
$2K ﹤0.01%
48
67 68
69
70 71