Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$2K ﹤0.01%
50
+34
1802
$2K ﹤0.01%
+418
1803
$2K ﹤0.01%
37
-7
1804
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+92
1805
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78
1806
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139
1807
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346
-782
1808
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9
1809
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29
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1810
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33
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1811
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1812
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20
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1813
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1814
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55
-35
1815
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1816
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89
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1818
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1819
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19
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1820
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129
+42
1821
$1K ﹤0.01%
+90
1822
$1K ﹤0.01%
+44
1823
$1K ﹤0.01%
7
-8
1824
$1K ﹤0.01%
+22
1825
$1K ﹤0.01%
11
-3
71 72
73
74 75