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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
2451
$3K ﹤0.01%
181
2452
$3K ﹤0.01%
30
2453
$3K ﹤0.01%
21
2454
$3K ﹤0.01%
43
2455
$3K ﹤0.01%
900
2456
$3K ﹤0.01%
90
2457
$3K ﹤0.01%
53
2458
$3K ﹤0.01%
200
2459
$3K ﹤0.01%
+100
2460
$3K ﹤0.01%
77
2461
$3K ﹤0.01%
170
2462
$3K ﹤0.01%
91
2463
$3K ﹤0.01%
777
-78
2464
$3K ﹤0.01%
535
2465
$3K ﹤0.01%
37
2466
$3K ﹤0.01%
33
2467
$3K ﹤0.01%
1,050
2468
$3K ﹤0.01%
21
2469
$3K ﹤0.01%
100
2470
$3K ﹤0.01%
181
2471
$3K ﹤0.01%
259
2472
$3K ﹤0.01%
41
2473
$3K ﹤0.01%
74
2474
$3K ﹤0.01%
80
2475
$3K ﹤0.01%
65
97 98
99
100 101