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
1951
$1K ﹤0.01%
11
-13
1952
$1K ﹤0.01%
+8
1953
$1K ﹤0.01%
20
+14
1954
$1K ﹤0.01%
34
1955
$1K ﹤0.01%
+12
1956
$1K ﹤0.01%
+3
1957
$1K ﹤0.01%
+139
1958
$1K ﹤0.01%
69
1959
$1K ﹤0.01%
250
1960
$1K ﹤0.01%
8
1961
$1K ﹤0.01%
+14
1962
$1K ﹤0.01%
18
-20
1963
$1K ﹤0.01%
+15
1964
$1K ﹤0.01%
30
1965
$1K ﹤0.01%
2
1966
$1K ﹤0.01%
13
1967
$1K ﹤0.01%
78
+5
1968
$1K ﹤0.01%
+14
1969
$1K ﹤0.01%
49
+41
1970
$1K ﹤0.01%
17
-37
1971
$1K ﹤0.01%
9
1972
$1K ﹤0.01%
29
-37
1973
$1K ﹤0.01%
33
-80
1974
$1K ﹤0.01%
38
+9
1975
$1K ﹤0.01%
20
-85
77 78
79
80 81