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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
1801
$2K ﹤0.01%
60
-90
1802
$2K ﹤0.01%
159
1803
$2K ﹤0.01%
90
1804
$2K ﹤0.01%
42
+30
1805
$2K ﹤0.01%
19
+11
1806
$2K ﹤0.01%
56
1807
$2K ﹤0.01%
38
+19
1808
$1K ﹤0.01%
16
1809
$1K ﹤0.01%
200
1810
$1K ﹤0.01%
89
+68
1811
$1K ﹤0.01%
21
1812
$1K ﹤0.01%
200
1813
$1K ﹤0.01%
19
-56
1814
$1K ﹤0.01%
129
+42
1815
$1K ﹤0.01%
+90
1816
$1K ﹤0.01%
+44
1817
$1K ﹤0.01%
7
-8
1818
$1K ﹤0.01%
+22
1819
$1K ﹤0.01%
11
-3
1820
$1K ﹤0.01%
6
1821
$1K ﹤0.01%
27
1822
$1K ﹤0.01%
19
-1
1823
$1K ﹤0.01%
7
1824
$1K ﹤0.01%
121
1825
$1K ﹤0.01%
600
71 72
73
74 75