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
801
$24K ﹤0.01%
1,050
+250
802
$24K ﹤0.01%
226
+124
803
$23K ﹤0.01%
972
+205
804
$23K ﹤0.01%
1,732
-669
805
$23K ﹤0.01%
1,757
806
$23K ﹤0.01%
+747
807
$23K ﹤0.01%
419
808
$23K ﹤0.01%
94
+76
809
$22K ﹤0.01%
417
810
$22K ﹤0.01%
200
811
$22K ﹤0.01%
488
-48
812
$22K ﹤0.01%
500
813
$22K ﹤0.01%
+110
814
$22K ﹤0.01%
+555
815
$22K ﹤0.01%
528
+53
816
$22K ﹤0.01%
208
+108
817
$22K ﹤0.01%
475
818
$22K ﹤0.01%
548
+48
819
$22K ﹤0.01%
+230
820
$21K ﹤0.01%
188
821
$21K ﹤0.01%
241
+145
822
$21K ﹤0.01%
200
823
$21K ﹤0.01%
262
824
$21K ﹤0.01%
500
825
$21K ﹤0.01%
461
31 32
33
34 35