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
701
$37K ﹤0.01%
2,044
-34
702
$36K ﹤0.01%
+800
703
$36K ﹤0.01%
+1,714
704
$35K ﹤0.01%
743
+659
705
$35K ﹤0.01%
835
706
$34K ﹤0.01%
7,377
707
$34K ﹤0.01%
1,600
708
$34K ﹤0.01%
562
-1
709
$34K ﹤0.01%
1,247
-81,076
710
$34K ﹤0.01%
+1,702
711
$34K ﹤0.01%
368
+314
712
$34K ﹤0.01%
412
+62
713
$33K ﹤0.01%
2,246
+36
714
$33K ﹤0.01%
1,011
715
$33K ﹤0.01%
415
-171
716
$33K ﹤0.01%
1,018
+285
717
$33K ﹤0.01%
971
+912
718
$33K ﹤0.01%
1,171
+69
719
$33K ﹤0.01%
500
720
$33K ﹤0.01%
345
+12
721
$33K ﹤0.01%
639
+619
722
$33K ﹤0.01%
200
-45
723
$32K ﹤0.01%
344
+19
724
$32K ﹤0.01%
111
-3
725
$32K ﹤0.01%
+747
27 28
29
30 31