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
1901
$1K ﹤0.01%
+27
1902
$1K ﹤0.01%
+15
1903
$1K ﹤0.01%
129
+113
1904
$1K ﹤0.01%
+15
1905
$1K ﹤0.01%
15
-6
1906
$1K ﹤0.01%
66
1907
$1K ﹤0.01%
12
1908
$1K ﹤0.01%
+14
1909
$1K ﹤0.01%
400
1910
$1K ﹤0.01%
+39
1911
$1K ﹤0.01%
200
1912
$1K ﹤0.01%
58
+19
1913
$1K ﹤0.01%
9
1914
$1K ﹤0.01%
30
1915
$1K ﹤0.01%
+28
1916
$1K ﹤0.01%
+24
1917
$1K ﹤0.01%
+45
1918
$1K ﹤0.01%
30
1919
$1K ﹤0.01%
19
1920
$1K ﹤0.01%
39
1921
$1K ﹤0.01%
+4
1922
$1K ﹤0.01%
50
1923
$1K ﹤0.01%
25
-261
1924
$1K ﹤0.01%
12
1925
$1K ﹤0.01%
12
-6
75 76
77
78 79