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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
2401
$3K ﹤0.01%
133
2402
$3K ﹤0.01%
30
2403
$3K ﹤0.01%
200
2404
$3K ﹤0.01%
59
2405
$3K ﹤0.01%
90
2406
$3K ﹤0.01%
55
2407
$3K ﹤0.01%
90
2408
$3K ﹤0.01%
201
2409
$3K ﹤0.01%
54
2410
$3K ﹤0.01%
16
2411
$3K ﹤0.01%
50
2412
$3K ﹤0.01%
35
2413
$3K ﹤0.01%
22
2414
$3K ﹤0.01%
52
2415
$3K ﹤0.01%
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2416
$3K ﹤0.01%
50
2417
$3K ﹤0.01%
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2418
$3K ﹤0.01%
33
2419
$3K ﹤0.01%
289
2420
$3K ﹤0.01%
325
2421
$3K ﹤0.01%
75
2422
$3K ﹤0.01%
15
2423
$3K ﹤0.01%
30
2424
$3K ﹤0.01%
67
2425
$3K ﹤0.01%
17
95 96
97
98 99