Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$1K ﹤0.01%
34
+7
1952
$1K ﹤0.01%
+9
1953
$1K ﹤0.01%
36
1954
$1K ﹤0.01%
2
1955
$1K ﹤0.01%
8
+3
1956
$1K ﹤0.01%
28
1957
$1K ﹤0.01%
51
+20
1958
$1K ﹤0.01%
31
1959
$1K ﹤0.01%
11
+5
1960
$1K ﹤0.01%
31
+1
1961
$1K ﹤0.01%
15
1962
$1K ﹤0.01%
36
+10
1963
$1K ﹤0.01%
500
1964
$1K ﹤0.01%
19
-12
1965
$1K ﹤0.01%
19
1966
$1K ﹤0.01%
105
1967
$1K ﹤0.01%
19
+8
1968
$1K ﹤0.01%
30
1969
$1K ﹤0.01%
40
1970
$1K ﹤0.01%
+17
1971
$1K ﹤0.01%
25
1972
$1K ﹤0.01%
+27
1973
$1K ﹤0.01%
10
1974
$1K ﹤0.01%
30
-96
1975
$1K ﹤0.01%
62
77 78
79
80 81