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
676
$40K ﹤0.01%
656
+56
677
$40K ﹤0.01%
7,861
678
$40K ﹤0.01%
301
+4
679
$40K ﹤0.01%
382
-177
680
$40K ﹤0.01%
+1,925
681
$40K ﹤0.01%
+1,666
682
$39K ﹤0.01%
1,114
683
$39K ﹤0.01%
1,108
-473
684
$39K ﹤0.01%
1,172
-623
685
$39K ﹤0.01%
315
686
$39K ﹤0.01%
569
+78
687
$38K ﹤0.01%
1,371
+1,271
688
$38K ﹤0.01%
1,274
+229
689
$38K ﹤0.01%
176
+25
690
$38K ﹤0.01%
6,000
691
$38K ﹤0.01%
2,872
+1,872
692
$38K ﹤0.01%
2,934
+2,394
693
$38K ﹤0.01%
+1,500
694
$38K ﹤0.01%
407
695
$37K ﹤0.01%
684
+243
696
$37K ﹤0.01%
1,350
697
$37K ﹤0.01%
85
+20
698
$37K ﹤0.01%
+700
699
$37K ﹤0.01%
450
700
$37K ﹤0.01%
281
26 27
28
29 30