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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
2001
$1K ﹤0.01%
+4
2002
$1K ﹤0.01%
50
2003
$1K ﹤0.01%
25
-261
2004
$1K ﹤0.01%
12
2005
$1K ﹤0.01%
12
-6
2006
$1K ﹤0.01%
69
+19
2007
$1K ﹤0.01%
43
+7
2008
$1K ﹤0.01%
6
2009
$1K ﹤0.01%
18
-3
2010
$1K ﹤0.01%
+30
2011
$1K ﹤0.01%
9
2012
$1K ﹤0.01%
48
-60
2013
$1K ﹤0.01%
36
2014
$1K ﹤0.01%
53
2015
$1K ﹤0.01%
8
2016
$1K ﹤0.01%
7
2017
$1K ﹤0.01%
+9
2018
$1K ﹤0.01%
8
-3
2019
$1K ﹤0.01%
+246
2020
$1K ﹤0.01%
71
-47
2021
$1K ﹤0.01%
+12
2022
$1K ﹤0.01%
66
2023
$1K ﹤0.01%
+5
2024
$1K ﹤0.01%
19
2025
$1K ﹤0.01%
+1
79 80
81
82 83