Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.04B
AUM Growth
+$524M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,850
New
Increased
Reduced
Closed

Top Buys

1
+$48.8M
2
+$23.8M
3
+$20.9M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$20M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$19.7M

Top Sells

1
+$31.8M
2
+$29.8M
3
+$16.2M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$13.3M
5
OXY icon
Occidental Petroleum
OXY
+$12.3M

Sector Composition

1 Energy 6.94%
2 Consumer Discretionary 6.44%
3 Healthcare 6.24%
4 Technology 5.55%
5 Consumer Staples 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$195K 0.01%
+10,909
427
$194K 0.01%
1,405
+100
428
$194K 0.01%
2,392
+14
429
$188K 0.01%
805
+641
430
$184K 0.01%
2,388
+4
431
$183K 0.01%
2,193
-194,262
432
$183K 0.01%
1,357
+19
433
$182K 0.01%
2,821
+1,384
434
$181K 0.01%
1,134
+279
435
$180K 0.01%
1,318
+645
436
$180K 0.01%
2,302
+115
437
$177K 0.01%
3,570
-73,404
438
$177K 0.01%
2,618
439
$176K 0.01%
2,257
+1,051
440
$175K 0.01%
6,470
+1,561
441
$175K 0.01%
1,300
+107
442
$175K 0.01%
1,848
+1,238
443
$175K 0.01%
722
-38,416
444
$173K 0.01%
+3,258
445
$173K 0.01%
7,858
+4,306
446
$171K 0.01%
1,183
+341
447
$169K 0.01%
1,505
+7
448
$169K 0.01%
2,145
+172
449
$166K 0.01%
2,395
+2,032
450
$165K 0.01%
2,156
16 17
18
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