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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
$3.99B
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,374
New
Increased
Reduced
Closed

Top Buys

1 +$58.2M
2 +$43.5M
3 +$37.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$35.7M
5
IVZ icon
Invesco
IVZ
+$28.8M

Top Sells

1 +$42M
2 +$40.7M
3 +$22.6M
4
APA icon
APA Corp
APA
+$21.6M
5
HAL icon
Halliburton
HAL
+$17.1M

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
1976
$1K ﹤0.01%
20
1977
$1K ﹤0.01%
+38
1978
$1K ﹤0.01%
22
1979
$1K ﹤0.01%
34
1980
$1K ﹤0.01%
33
1981
$1K ﹤0.01%
+27
1982
$1K ﹤0.01%
+15
1983
$1K ﹤0.01%
129
+113
1984
$1K ﹤0.01%
+15
1985
$1K ﹤0.01%
15
-6
1986
$1K ﹤0.01%
66
1987
$1K ﹤0.01%
12
1988
$1K ﹤0.01%
+14
1989
$1K ﹤0.01%
400
1990
$1K ﹤0.01%
+39
1991
$1K ﹤0.01%
200
1992
$1K ﹤0.01%
58
+19
1993
$1K ﹤0.01%
9
1994
$1K ﹤0.01%
30
1995
$1K ﹤0.01%
+28
1996
$1K ﹤0.01%
+24
1997
$1K ﹤0.01%
+45
1998
$1K ﹤0.01%
30
1999
$1K ﹤0.01%
19
2000
$1K ﹤0.01%
39