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
626
$51K ﹤0.01%
1,069
627
$51K ﹤0.01%
454
+154
628
$50K ﹤0.01%
+1,600
629
$50K ﹤0.01%
695
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630
$50K ﹤0.01%
2,195
631
$49K ﹤0.01%
+918
632
$49K ﹤0.01%
290
-16
633
$49K ﹤0.01%
339
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634
$48K ﹤0.01%
+953
635
$48K ﹤0.01%
+1,026
636
$48K ﹤0.01%
1,124
+24
637
$48K ﹤0.01%
884
-100
638
$48K ﹤0.01%
1,936
-3,180
639
$47K ﹤0.01%
840
-50
640
$47K ﹤0.01%
471
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641
$47K ﹤0.01%
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642
$47K ﹤0.01%
1,059
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$47K ﹤0.01%
277
644
$47K ﹤0.01%
943
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645
$46K ﹤0.01%
1,300
646
$46K ﹤0.01%
686
-154
647
$46K ﹤0.01%
+1,905
648
$46K ﹤0.01%
1,278
-51
649
$45K ﹤0.01%
628
-161
650
$45K ﹤0.01%
22
-2
24 25
26
27 28