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
1976
$1K ﹤0.01%
6
1977
$1K ﹤0.01%
55
-35
1978
$1K ﹤0.01%
16
1979
$1K ﹤0.01%
200
1980
$1K ﹤0.01%
89
+68
1981
$1K ﹤0.01%
21
1982
$1K ﹤0.01%
200
1983
$1K ﹤0.01%
19
-56
1984
$1K ﹤0.01%
129
+42
1985
$1K ﹤0.01%
+90
1986
$1K ﹤0.01%
+44
1987
$1K ﹤0.01%
7
-8
1988
$1K ﹤0.01%
+22
1989
$1K ﹤0.01%
11
-3
1990
$1K ﹤0.01%
6
1991
$1K ﹤0.01%
27
1992
$1K ﹤0.01%
19
-1
1993
$1K ﹤0.01%
7
1994
$1K ﹤0.01%
121
1995
$1K ﹤0.01%
600
1996
$1K ﹤0.01%
28
+17
1997
$1K ﹤0.01%
29
-20
1998
$1K ﹤0.01%
+25
1999
$1K ﹤0.01%
+17
2000
$1K ﹤0.01%
21
78 79
80
81 82