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
+$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
2026
$1K ﹤0.01%
+53
2027
$1K ﹤0.01%
+42
2028
$1K ﹤0.01%
+24
2029
$1K ﹤0.01%
+305
2030
$1K ﹤0.01%
26
2031
$1K ﹤0.01%
14
2032
$1K ﹤0.01%
15
-2
2033
$1K ﹤0.01%
10
2034
$1K ﹤0.01%
8
-126
2035
$1K ﹤0.01%
58
2036
$1K ﹤0.01%
32
2037
$1K ﹤0.01%
16
-4
2038
$1K ﹤0.01%
26
+20
2039
$1K ﹤0.01%
+150
2040
$1K ﹤0.01%
44
2041
$1K ﹤0.01%
+27
2042
$1K ﹤0.01%
54
2043
$1K ﹤0.01%
+11
2044
$1K ﹤0.01%
25
-475
2045
$1K ﹤0.01%
27
2046
$1K ﹤0.01%
31
2047
$1K ﹤0.01%
60
2048
$1K ﹤0.01%
26
2049
$1K ﹤0.01%
+7
2050
$1K ﹤0.01%
+600
80 81
82
83 84