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
1926
$1K ﹤0.01%
69
+19
1927
$1K ﹤0.01%
43
+7
1928
$1K ﹤0.01%
6
1929
$1K ﹤0.01%
18
-3
1930
$1K ﹤0.01%
+30
1931
$1K ﹤0.01%
9
1932
$1K ﹤0.01%
48
-60
1933
$1K ﹤0.01%
36
1934
$1K ﹤0.01%
53
1935
$1K ﹤0.01%
8
1936
$1K ﹤0.01%
7
1937
$1K ﹤0.01%
+9
1938
$1K ﹤0.01%
8
-3
1939
$1K ﹤0.01%
+246
1940
$1K ﹤0.01%
71
-47
1941
$1K ﹤0.01%
+12
1942
$1K ﹤0.01%
66
1943
$1K ﹤0.01%
+5
1944
$1K ﹤0.01%
19
1945
$1K ﹤0.01%
+1
1946
$1K ﹤0.01%
+20
1947
$1K ﹤0.01%
53
1948
$1K ﹤0.01%
16
1949
$1K ﹤0.01%
+10
1950
$1K ﹤0.01%
+8
76 77
78
79 80