We are live on ! Find out more
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
2176
– –
-187
2177
$0 ﹤0.01%
+37
2178
$0 ﹤0.01%
1
2179
– –
-250
2180
$0 ﹤0.01%
10
2181
– –
-9
2182
– –
-9
2183
– –
-5
2184
– –
-39
2185
– –
-18
2186
– –
-124
2187
– –
-830
2188
$0 ﹤0.01%
1
2189
$0 ﹤0.01%
4
2190
– –
-41
2191
$0 ﹤0.01%
+17
2192
$0 ﹤0.01%
16
+7
2193
– –
0
2194
– –
-33
2195
– –
-125
2196
– –
-16
2197
– –
-38
2198
– –
-38
2199
$0 ﹤0.01%
30
2200
– –
-30
86 87
88
89 90