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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
1751
$2K ﹤0.01%
+53
1752
$2K ﹤0.01%
72
+48
1753
$2K ﹤0.01%
100
1754
$2K ﹤0.01%
58
+12
1755
$2K ﹤0.01%
89
1756
$2K ﹤0.01%
7
+3
1757
$2K ﹤0.01%
32
+15
1758
$2K ﹤0.01%
10
1759
$2K ﹤0.01%
94
+50
1760
$2K ﹤0.01%
+56
1761
$2K ﹤0.01%
40
1762
$2K ﹤0.01%
26
-364
1763
$2K ﹤0.01%
+96
1764
$2K ﹤0.01%
20
1765
$2K ﹤0.01%
67
+34
1766
$2K ﹤0.01%
261
+3
1767
$2K ﹤0.01%
34
+16
1768
$2K ﹤0.01%
20
1769
$2K ﹤0.01%
+196
1770
$2K ﹤0.01%
+300
1771
$2K ﹤0.01%
66
1772
$2K ﹤0.01%
50
+34
1773
$2K ﹤0.01%
+418
1774
$2K ﹤0.01%
37
-7
1775
$2K ﹤0.01%
+92
69 70
71
72 73