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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
976
$11K ﹤0.01%
200
+7
977
$11K ﹤0.01%
100
978
$11K ﹤0.01%
470
979
$11K ﹤0.01%
332
-7
980
$11K ﹤0.01%
213
+143
981
$11K ﹤0.01%
+1,000
982
$10K ﹤0.01%
129
-2
983
$10K ﹤0.01%
66
+12
984
$10K ﹤0.01%
202
985
$10K ﹤0.01%
114
986
$10K ﹤0.01%
300
-195
987
$10K ﹤0.01%
150
988
$10K ﹤0.01%
200
989
$10K ﹤0.01%
120
990
$10K ﹤0.01%
108
+51
991
$10K ﹤0.01%
117
+63
992
$10K ﹤0.01%
107
993
$10K ﹤0.01%
424
+50
994
$10K ﹤0.01%
101
+41
995
$10K ﹤0.01%
207
+81
996
$10K ﹤0.01%
+202
997
$10K ﹤0.01%
+148
998
$10K ﹤0.01%
226
-7
999
$10K ﹤0.01%
200
1000
$10K ﹤0.01%
93
+22
38 39
40
41 42