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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
2076
$0 ﹤0.01%
17
2077
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-1
2078
$0 ﹤0.01%
+8
2079
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-100
2080
– –
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2081
$0 ﹤0.01%
+20
2082
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-14
2083
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2084
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2085
$0 ﹤0.01%
6
+2
2086
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2087
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2088
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-429
2089
$0 ﹤0.01%
9
2090
$0 ﹤0.01%
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2091
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5
-17
2092
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-1,104
2093
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2094
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-17
2095
$0 ﹤0.01%
7
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2096
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-12,500
2097
$0 ﹤0.01%
157
+58
2098
$0 ﹤0.01%
+10
2099
– –
-9
2100
– –
-31
82 83
84
85 86