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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
1701
$2K ﹤0.01%
312
+4
1702
$2K ﹤0.01%
+96
1703
$2K ﹤0.01%
22
-170
1704
$2K ﹤0.01%
+25
1705
$2K ﹤0.01%
41
+4
1706
$2K ﹤0.01%
100
-200
1707
$2K ﹤0.01%
58
1708
$2K ﹤0.01%
76
-97
1709
$2K ﹤0.01%
+59
1710
$2K ﹤0.01%
24
-180
1711
$2K ﹤0.01%
30
+18
1712
$2K ﹤0.01%
91
1713
$2K ﹤0.01%
48
1714
$2K ﹤0.01%
101
1715
$2K ﹤0.01%
59
1716
$2K ﹤0.01%
7
-1
1717
$2K ﹤0.01%
77
1718
$2K ﹤0.01%
60
-58
1719
$2K ﹤0.01%
26
1720
$2K ﹤0.01%
+68
1721
$2K ﹤0.01%
24
+15
1722
$2K ﹤0.01%
205
-92
1723
$2K ﹤0.01%
200
1724
$2K ﹤0.01%
82
-43
1725
$2K ﹤0.01%
+70
67 68
69
70 71