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
951
$12K ﹤0.01%
355
952
$12K ﹤0.01%
500
953
$12K ﹤0.01%
+1,152
954
$12K ﹤0.01%
+1,301
955
$12K ﹤0.01%
35
956
$12K ﹤0.01%
+99
957
$12K ﹤0.01%
1,326
958
$12K ﹤0.01%
+120
959
$12K ﹤0.01%
500
960
$11K ﹤0.01%
149
+100
961
$11K ﹤0.01%
58
+49
962
$11K ﹤0.01%
146
+53
963
$11K ﹤0.01%
+589
964
$11K ﹤0.01%
155
+96
965
$11K ﹤0.01%
464
966
$11K ﹤0.01%
924
-136
967
$11K ﹤0.01%
396
968
$11K ﹤0.01%
145
969
$11K ﹤0.01%
368
+262
970
$11K ﹤0.01%
231
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971
$11K ﹤0.01%
83
972
$11K ﹤0.01%
+64
973
$11K ﹤0.01%
215
974
$11K ﹤0.01%
200
+7
975
$11K ﹤0.01%
100
37 38
39
40 41