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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
2101
$0 ﹤0.01%
+1
2102
$0 ﹤0.01%
40
2103
$0 ﹤0.01%
+47
2104
$0 ﹤0.01%
62
2105
– –
-3
2106
– –
-4
2107
– –
-680
2108
$0 ﹤0.01%
7
-4
2109
$0 ﹤0.01%
+36
2110
– –
-222
2111
– –
-6,800
2112
– –
-398
2113
– –
-1
2114
$0 ﹤0.01%
+43
2115
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0
2116
$0 ﹤0.01%
8
-1
2117
– –
-120
2118
– –
-9
2119
– –
-1,293
2120
– –
-1,301
2121
– –
-500
2122
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-45
2123
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-106
2124
– –
-47
2125
– –
-112
83 84
85
86 87