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
826
$21K ﹤0.01%
160
+141
827
$21K ﹤0.01%
173
828
$21K ﹤0.01%
370
+322
829
$21K ﹤0.01%
722
+237
830
$21K ﹤0.01%
250
831
$21K ﹤0.01%
+405
832
$21K ﹤0.01%
133
+121
833
$20K ﹤0.01%
579
834
$20K ﹤0.01%
153
+12
835
$20K ﹤0.01%
300
836
$20K ﹤0.01%
+1,301
837
$20K ﹤0.01%
772
838
$20K ﹤0.01%
124
+35
839
$19K ﹤0.01%
423
+80
840
$19K ﹤0.01%
588
841
$19K ﹤0.01%
398
842
$19K ﹤0.01%
+282
843
$19K ﹤0.01%
838
+136
844
$19K ﹤0.01%
+343
845
$19K ﹤0.01%
225
+114
846
$19K ﹤0.01%
770
847
$19K ﹤0.01%
320
+20
848
$19K ﹤0.01%
1,000
849
$19K ﹤0.01%
97
+7
850
$18K ﹤0.01%
302
+230
32 33
34
35 36