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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
1826
$1K ﹤0.01%
28
+17
1827
$1K ﹤0.01%
29
-20
1828
$1K ﹤0.01%
+25
1829
$1K ﹤0.01%
21
1830
$1K ﹤0.01%
36
+12
1831
$1K ﹤0.01%
8
1832
$1K ﹤0.01%
+56
1833
$1K ﹤0.01%
32
1834
$1K ﹤0.01%
18
+9
1835
$1K ﹤0.01%
+450
1836
$1K ﹤0.01%
+16
1837
$1K ﹤0.01%
21
-4
1838
$1K ﹤0.01%
+20
1839
$1K ﹤0.01%
8
1840
$1K ﹤0.01%
12
-45
1841
$1K ﹤0.01%
+9
1842
$1K ﹤0.01%
62
-44
1843
$1K ﹤0.01%
6
-1
1844
$1K ﹤0.01%
18
+9
1845
$1K ﹤0.01%
15
+6
1846
$1K ﹤0.01%
22
1847
$1K ﹤0.01%
27
1848
$1K ﹤0.01%
9
+3
1849
$1K ﹤0.01%
12
1850
$1K ﹤0.01%
+42
72 73
74
75 76