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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
1876
$1K ﹤0.01%
8
-126
1877
$1K ﹤0.01%
58
1878
$1K ﹤0.01%
32
1879
$1K ﹤0.01%
37
1880
$1K ﹤0.01%
+110
1881
$1K ﹤0.01%
+92
1882
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225
1883
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+48
1884
$1K ﹤0.01%
+99
1885
$1K ﹤0.01%
+92
1886
$1K ﹤0.01%
26
1887
$1K ﹤0.01%
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1888
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+97
1889
$1K ﹤0.01%
49
-143
1890
$1K ﹤0.01%
21
+2
1891
$1K ﹤0.01%
6
+1
1892
$1K ﹤0.01%
+18
1893
$1K ﹤0.01%
16
-4
1894
$1K ﹤0.01%
26
+20
1895
$1K ﹤0.01%
+150
1896
$1K ﹤0.01%
26
1897
$1K ﹤0.01%
44
1898
$1K ﹤0.01%
14
1899
$1K ﹤0.01%
+12
1900
$1K ﹤0.01%
17
74 75
76
77 78