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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
2301
– –
-171
2302
– –
-1,171
2303
– –
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2304
$0 ﹤0.01%
+9
2305
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95
2306
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-259
2307
$0 ﹤0.01%
+12
2308
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2309
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2310
$0 ﹤0.01%
33
2311
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-186
2312
– –
-36
2313
$0 ﹤0.01%
38
2314
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2315
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-250
2316
$0 ﹤0.01%
32
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2317
$0 ﹤0.01%
+12
2318
– –
-2,967
2319
$0 ﹤0.01%
10
2320
$0 ﹤0.01%
5
-13
2321
$0 ﹤0.01%
6
2322
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2323
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-155
2324
– –
-7
2325
– –
-2,740
91 92
93
94 95