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
776
$27K ﹤0.01%
199
+9
777
$26K ﹤0.01%
1,133
+48
778
$26K ﹤0.01%
248
+28
779
$26K ﹤0.01%
114
+112
780
$26K ﹤0.01%
775
781
$26K ﹤0.01%
1,830
+774
782
$26K ﹤0.01%
443
783
$26K ﹤0.01%
539
+213
784
$26K ﹤0.01%
255
785
$26K ﹤0.01%
712
786
$25K ﹤0.01%
20
787
$25K ﹤0.01%
176
+12
788
$25K ﹤0.01%
1,059
+529
789
$25K ﹤0.01%
+1,055
790
$25K ﹤0.01%
1,411
-254
791
$25K ﹤0.01%
240
+40
792
$25K ﹤0.01%
353
+100
793
$25K ﹤0.01%
758
794
$25K ﹤0.01%
113
+110
795
$25K ﹤0.01%
20
796
$25K ﹤0.01%
297
-136
797
$24K ﹤0.01%
41
798
$24K ﹤0.01%
150
799
$24K ﹤0.01%
729
+158
800
$24K ﹤0.01%
+500
30 31
32
33 34