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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
+$48.7M
2
+$24.2M
3
+$20.6M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$20M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$19.6M

Top Sells

1
+$32.7M
2
+$28.6M
3
+$17.3M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$14.1M
5
OXY icon
Occidental Petroleum
OXY
+$11.7M

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%
411
-48
853
$18K ﹤0.01%
789
854
$18K ﹤0.01%
795
-111,192
855
$18K ﹤0.01%
250
856
$18K ﹤0.01%
795
-84,809
857
$18K ﹤0.01%
+250
858
$18K ﹤0.01%
302
+20
859
$18K ﹤0.01%
152
+11
860
$17K ﹤0.01%
929
+102
861
$17K ﹤0.01%
226
+12
862
$17K ﹤0.01%
159
+94
863
$17K ﹤0.01%
373
+157
864
$17K ﹤0.01%
329
-13
865
$17K ﹤0.01%
1,000
-3,200
866
$17K ﹤0.01%
469
867
$17K ﹤0.01%
169
868
$17K ﹤0.01%
136
-33
869
$17K ﹤0.01%
38
870
$17K ﹤0.01%
369
871
$17K ﹤0.01%
488
-14
872
$17K ﹤0.01%
153
873
$17K ﹤0.01%
+600
874
$17K ﹤0.01%
277
875
$16K ﹤0.01%
+448
33 34
35
36 37