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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
1726
$2K ﹤0.01%
+10
1727
$2K ﹤0.01%
91
1728
$2K ﹤0.01%
166
+139
1729
$2K ﹤0.01%
+24
1730
$2K ﹤0.01%
21
+8
1731
$2K ﹤0.01%
1
1732
$2K ﹤0.01%
178
-131
1733
$2K ﹤0.01%
131
+1
1734
$2K ﹤0.01%
80
-15
1735
$2K ﹤0.01%
17
1736
$2K ﹤0.01%
43
1737
$2K ﹤0.01%
64
+1
1738
$2K ﹤0.01%
21
1739
$2K ﹤0.01%
+55
1740
$2K ﹤0.01%
+13
1741
$2K ﹤0.01%
255
1742
$2K ﹤0.01%
39
-5
1743
$2K ﹤0.01%
74
+9
1744
$2K ﹤0.01%
33
+23
1745
$2K ﹤0.01%
100
-295
1746
$2K ﹤0.01%
+66
1747
$2K ﹤0.01%
124
+55
1748
$2K ﹤0.01%
64
+30
1749
$2K ﹤0.01%
58
+8
1750
$2K ﹤0.01%
200
68 69
70
71 72