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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
2051
$1K ﹤0.01%
38
+9
2052
$1K ﹤0.01%
20
-85
2053
$1K ﹤0.01%
6
2054
$1K ﹤0.01%
55
-35
2055
– –
-680
2056
$0 ﹤0.01%
100
2057
– –
-57
2058
– –
-192
2059
$0 ﹤0.01%
114
2060
– –
-23
2061
– –
-18
2062
– –
-36
2063
– –
-184
2064
– –
-150
2065
$0 ﹤0.01%
3
2066
– –
0
2067
$0 ﹤0.01%
+2
2068
– –
-17
2069
– –
-9
2070
$0 ﹤0.01%
+3
2071
– –
-6,000
2072
– –
-15
2073
$0 ﹤0.01%
9
2074
– –
-775
2075
$0 ﹤0.01%
+4
81 82
83
84 85