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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
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,037
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$4.22M
3
+$2.79M
4
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$1.86M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$572K

Top Sells

1
+$34.1M
2
+$916K
3
+$21.2K
4
BN icon
Brookfield
BN
+$7.98K
5
HWM icon
Howmet Aerospace
HWM
+$2.4K

Sector Composition

1 Technology 6.39%
2 Healthcare 5.04%
3 Financials 3.59%
4 Industrials 2.74%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$12K ﹤0.01%
1,000
1952
$12K ﹤0.01%
244
1953
$12K ﹤0.01%
90
1954
$12K ﹤0.01%
480
1955
$12K ﹤0.01%
442
1956
$12K ﹤0.01%
595
1957
$12K ﹤0.01%
235
1958
$12K ﹤0.01%
130
1959
$12K ﹤0.01%
62
1960
$12K ﹤0.01%
2,000
1961
$12K ﹤0.01%
73
1962
$12K ﹤0.01%
404
1963
$12K ﹤0.01%
46
1964
$12K ﹤0.01%
231
1965
$12K ﹤0.01%
1,000
1966
$12K ﹤0.01%
443
1967
$11K ﹤0.01%
765
1968
$11K ﹤0.01%
95
1969
$11K ﹤0.01%
328
1970
$11K ﹤0.01%
140
1971
$11K ﹤0.01%
487
1972
$11K ﹤0.01%
850
1973
$11K ﹤0.01%
616
1974
$11K ﹤0.01%
656
1975
$11K ﹤0.01%
191
77 78
79
80 81