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
851
$18K ﹤0.01%
664
852
$18K ﹤0.01%
+250
853
$18K ﹤0.01%
302
+20
854
$18K ﹤0.01%
152
+11
855
$18K ﹤0.01%
411
-48
856
$18K ﹤0.01%
789
857
$18K ﹤0.01%
795
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858
$18K ﹤0.01%
250
859
$18K ﹤0.01%
795
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860
$17K ﹤0.01%
929
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861
$17K ﹤0.01%
226
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862
$17K ﹤0.01%
159
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863
$17K ﹤0.01%
373
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$17K ﹤0.01%
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865
$17K ﹤0.01%
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$17K ﹤0.01%
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869
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277
870
$17K ﹤0.01%
169
871
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38
872
$17K ﹤0.01%
369
873
$17K ﹤0.01%
488
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874
$17K ﹤0.01%
136
-33
875
$16K ﹤0.01%
+448
33 34
35
36 37