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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
1901
$1K ﹤0.01%
17
1902
$1K ﹤0.01%
61
-136
1903
$1K ﹤0.01%
+29
1904
$1K ﹤0.01%
40
1905
$1K ﹤0.01%
+17
1906
$1K ﹤0.01%
25
1907
$1K ﹤0.01%
+27
1908
$1K ﹤0.01%
10
1909
$1K ﹤0.01%
11
-13
1910
$1K ﹤0.01%
20
+14
1911
$1K ﹤0.01%
34
1912
$1K ﹤0.01%
+16
1913
$1K ﹤0.01%
+26
1914
$1K ﹤0.01%
67
+25
1915
$1K ﹤0.01%
21
1916
$1K ﹤0.01%
+7
1917
$1K ﹤0.01%
9
1918
$1K ﹤0.01%
+20
1919
$1K ﹤0.01%
37
1920
$1K ﹤0.01%
21
+3
1921
$1K ﹤0.01%
+42
1922
$1K ﹤0.01%
21
+1
1923
$1K ﹤0.01%
+103
1924
$1K ﹤0.01%
+173
1925
$1K ﹤0.01%
+57
75 76
77
78 79