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
876
$16K ﹤0.01%
+300
877
$16K ﹤0.01%
1,250
878
$16K ﹤0.01%
579
+153
879
$16K ﹤0.01%
434
880
$16K ﹤0.01%
90
881
$16K ﹤0.01%
85
882
$16K ﹤0.01%
265
883
– –
0
884
$16K ﹤0.01%
185
885
$16K ﹤0.01%
201
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886
$15K ﹤0.01%
200
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$15K ﹤0.01%
+196
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$15K ﹤0.01%
184
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$15K ﹤0.01%
1,000
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890
$15K ﹤0.01%
148
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891
$15K ﹤0.01%
460
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892
$15K ﹤0.01%
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$15K ﹤0.01%
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895
$15K ﹤0.01%
117
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$14K ﹤0.01%
122
-3
897
$14K ﹤0.01%
285
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898
$14K ﹤0.01%
+243
899
$14K ﹤0.01%
648
+474
900
$14K ﹤0.01%
763
+626
34 35
36
37 38