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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
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,037
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$4.22M
3
+$2.79M
4
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$1.86M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$572K

Top Sells

1
+$34.1M
2
+$916K
3
+$21.2K
4
BN icon
Brookfield
BN
+$7.98K
5
HWM icon
Howmet Aerospace
HWM
+$2.4K

Sector Composition

1 Technology 6.39%
2 Healthcare 5.04%
3 Financials 3.59%
4 Industrials 2.74%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2301
$4K ﹤0.01%
100
2302
$4K ﹤0.01%
77
2303
$4K ﹤0.01%
90
2304
$4K ﹤0.01%
59
2305
$4K ﹤0.01%
36
2306
$4K ﹤0.01%
30
2307
$4K ﹤0.01%
50
2308
$4K ﹤0.01%
84
2309
$4K ﹤0.01%
200
2310
$4K ﹤0.01%
22
2311
$4K ﹤0.01%
20
2312
$4K ﹤0.01%
80
2313
$4K ﹤0.01%
40
2314
$4K ﹤0.01%
1,000
2315
$4K ﹤0.01%
207
2316
$4K ﹤0.01%
100
+95
2317
$4K ﹤0.01%
60
2318
$4K ﹤0.01%
100
2319
$4K ﹤0.01%
528
2320
$4K ﹤0.01%
181
2321
$4K ﹤0.01%
21
2322
$4K ﹤0.01%
171
2323
$4K ﹤0.01%
83
2324
$4K ﹤0.01%
79
2325
$4K ﹤0.01%
130
91 92
93
94 95