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
751
$29K ﹤0.01%
+500
752
$29K ﹤0.01%
394
753
$29K ﹤0.01%
783
+590
754
$29K ﹤0.01%
1,492
755
$29K ﹤0.01%
442
+45
756
$29K ﹤0.01%
1,060
757
$29K ﹤0.01%
509
-67
758
$29K ﹤0.01%
912
759
$29K ﹤0.01%
223
760
$29K ﹤0.01%
584
+148
761
$29K ﹤0.01%
70
+25
762
$29K ﹤0.01%
+1,160
763
$29K ﹤0.01%
+114
764
$28K ﹤0.01%
190
+47
765
$28K ﹤0.01%
483
+33
766
$28K ﹤0.01%
813
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767
$28K ﹤0.01%
221
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768
$28K ﹤0.01%
2,169
769
$28K ﹤0.01%
500
770
$27K ﹤0.01%
+1,680
771
$27K ﹤0.01%
853
-325
772
$27K ﹤0.01%
1,098
-224
773
$27K ﹤0.01%
1,406
774
$27K ﹤0.01%
160
-39
775
$27K ﹤0.01%
403
+219
29 30
31
32 33