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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
951
$12K ﹤0.01%
325
-33
952
$12K ﹤0.01%
254
+45
953
$12K ﹤0.01%
355
954
$12K ﹤0.01%
500
955
$12K ﹤0.01%
+1,152
956
$12K ﹤0.01%
+1,301
957
$12K ﹤0.01%
35
958
$12K ﹤0.01%
+99
959
$12K ﹤0.01%
+120
960
$11K ﹤0.01%
83
961
$11K ﹤0.01%
+100
962
$11K ﹤0.01%
604
963
$11K ﹤0.01%
149
+100
964
$11K ﹤0.01%
58
+49
965
$11K ﹤0.01%
146
+53
966
$11K ﹤0.01%
+589
967
$11K ﹤0.01%
155
+96
968
$11K ﹤0.01%
464
969
$11K ﹤0.01%
924
-136
970
$11K ﹤0.01%
396
971
$11K ﹤0.01%
145
972
$11K ﹤0.01%
368
+262
973
$11K ﹤0.01%
231
+14
974
$11K ﹤0.01%
+64
975
$11K ﹤0.01%
215
37 38
39
40 41