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
576
$67K ﹤0.01%
1,091
+1,034
577
$67K ﹤0.01%
1,196
-2,936
578
$67K ﹤0.01%
723
+275
579
$67K ﹤0.01%
986
+186
580
$67K ﹤0.01%
+2,771
581
$66K ﹤0.01%
+2,633
582
$65K ﹤0.01%
4,440
-1,072
583
$65K ﹤0.01%
1,136
+129
584
$65K ﹤0.01%
1,202
+95
585
$64K ﹤0.01%
1,878
-84
586
$64K ﹤0.01%
718
-189
587
$64K ﹤0.01%
754
+164
588
$63K ﹤0.01%
857
+107
589
$63K ﹤0.01%
10,000
590
$63K ﹤0.01%
1,387
+918
591
$63K ﹤0.01%
1,062
-54
592
$63K ﹤0.01%
990
+58
593
$62K ﹤0.01%
+1,171
594
$62K ﹤0.01%
3,000
595
$61K ﹤0.01%
466
+15
596
$61K ﹤0.01%
277
-17
597
$60K ﹤0.01%
2,470
+80
598
$60K ﹤0.01%
4,804
599
$60K ﹤0.01%
203
600
$60K ﹤0.01%
818
-142
22 23
24
25 26