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
601
$60K ﹤0.01%
1,995
+1,900
602
$59K ﹤0.01%
2,068
603
$58K ﹤0.01%
527
-6
604
$57K ﹤0.01%
1,084
+932
605
$57K ﹤0.01%
2,342
+31
606
$56K ﹤0.01%
609
-304
607
$56K ﹤0.01%
+3,984
608
$56K ﹤0.01%
+608
609
$55K ﹤0.01%
1,802
+153
610
$55K ﹤0.01%
5,040
+3,390
611
$55K ﹤0.01%
3,780
612
$55K ﹤0.01%
1,100
613
$54K ﹤0.01%
2,056
-418
614
$54K ﹤0.01%
827
+28
615
$54K ﹤0.01%
3,930
616
$53K ﹤0.01%
1,359
617
$53K ﹤0.01%
390
+312
618
$53K ﹤0.01%
1,459
+395
619
$52K ﹤0.01%
568
+515
620
$52K ﹤0.01%
376
+32
621
$52K ﹤0.01%
571
+79
622
$52K ﹤0.01%
+1,586
623
$52K ﹤0.01%
+4,203
624
$52K ﹤0.01%
1,246
-606
625
$52K ﹤0.01%
1,400
+915
23 24
25
26 27