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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
2201
$0 ﹤0.01%
75
2202
$0 ﹤0.01%
78
2203
– –
0
2204
$0 ﹤0.01%
13
2205
$0 ﹤0.01%
1
2206
– –
-15
2207
– –
-17
2208
– –
-25
2209
$0 ﹤0.01%
5
2210
$0 ﹤0.01%
25
2211
$0 ﹤0.01%
+100
2212
– –
-28
2213
– –
-8
2214
$0 ﹤0.01%
+37
2215
– –
-7,963
2216
– –
-2,856
2217
– –
-57,254
2218
– –
-500
2219
– –
-14
2220
– –
-288
2221
– –
-885
2222
– –
-23
2223
– –
-263
2224
– –
-2,693
2225
– –
-280
87 88
89
90 91