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
726
$32K ﹤0.01%
560
727
$32K ﹤0.01%
506
+1
728
$32K ﹤0.01%
+309
729
$32K ﹤0.01%
1,047
730
$31K ﹤0.01%
156
-11
731
$31K ﹤0.01%
11,146
732
$31K ﹤0.01%
800
733
$31K ﹤0.01%
1,847
+1,744
734
$31K ﹤0.01%
+17,374
735
$31K ﹤0.01%
+1,234
736
$31K ﹤0.01%
456
+256
737
$31K ﹤0.01%
200
-26
738
$31K ﹤0.01%
1,127
-135,203
739
$30K ﹤0.01%
3,138
-84
740
$30K ﹤0.01%
127
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741
$30K ﹤0.01%
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742
$30K ﹤0.01%
+700
743
$30K ﹤0.01%
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744
$30K ﹤0.01%
1,175
745
$30K ﹤0.01%
534
746
$29K ﹤0.01%
571
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747
$29K ﹤0.01%
1,660
+1,301
748
$29K ﹤0.01%
600
-84
749
$29K ﹤0.01%
+768
750
$29K ﹤0.01%
1,000
28 29
30
31 32