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
1776
$2K ﹤0.01%
124
+55
1777
$2K ﹤0.01%
64
+30
1778
$2K ﹤0.01%
58
+8
1779
$2K ﹤0.01%
200
1780
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+53
1781
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72
+48
1782
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1783
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58
+12
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1785
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7
+3
1786
$2K ﹤0.01%
32
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10
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94
+50
1789
$2K ﹤0.01%
+56
1790
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40
1791
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26
-364
1792
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1793
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20
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67
+34
1795
$2K ﹤0.01%
261
+3
1796
$2K ﹤0.01%
34
+16
1797
$2K ﹤0.01%
20
1798
$2K ﹤0.01%
+79
1799
$2K ﹤0.01%
+196
1800
$2K ﹤0.01%
+300
70 71
72
73 74