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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
1776
$2K ﹤0.01%
78
1777
$2K ﹤0.01%
139
1778
$2K ﹤0.01%
45
-400
1779
$2K ﹤0.01%
15
-24
1780
$2K ﹤0.01%
+50
1781
$2K ﹤0.01%
54
-3
1782
$2K ﹤0.01%
51
-104
1783
$2K ﹤0.01%
50
+2
1784
$2K ﹤0.01%
204
1785
$2K ﹤0.01%
+21
1786
$2K ﹤0.01%
52
-2
1787
$2K ﹤0.01%
119
-50
1788
$2K ﹤0.01%
15
+10
1789
$2K ﹤0.01%
23
+12
1790
$2K ﹤0.01%
91
-2,306
1791
$2K ﹤0.01%
+22
1792
$2K ﹤0.01%
80
1793
$2K ﹤0.01%
83
-59
1794
$2K ﹤0.01%
75
-181
1795
$2K ﹤0.01%
40
1796
$2K ﹤0.01%
21
+12
1797
$2K ﹤0.01%
+87
1798
$2K ﹤0.01%
346
-782
1799
$2K ﹤0.01%
48
1800
$2K ﹤0.01%
+34
70 71
72
73 74