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
1801
$2K ﹤0.01%
66
1802
$2K ﹤0.01%
50
+34
1803
$2K ﹤0.01%
+418
1804
$2K ﹤0.01%
37
-7
1805
$2K ﹤0.01%
+92
1806
$2K ﹤0.01%
78
1807
$2K ﹤0.01%
139
1808
$1K ﹤0.01%
+8
1809
$1K ﹤0.01%
32
1810
$1K ﹤0.01%
14
1811
$1K ﹤0.01%
15
-2
1812
$1K ﹤0.01%
10
1813
$1K ﹤0.01%
43
-59
1814
$1K ﹤0.01%
+173
1815
$1K ﹤0.01%
+57
1816
$1K ﹤0.01%
8
-126
1817
$1K ﹤0.01%
58
1818
$1K ﹤0.01%
37
1819
$1K ﹤0.01%
+110
1820
$1K ﹤0.01%
+92
1821
$1K ﹤0.01%
225
1822
$1K ﹤0.01%
+48
1823
$1K ﹤0.01%
+99
1824
$1K ﹤0.01%
+92
1825
$1K ﹤0.01%
26
71 72
73
74 75