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
1001
$10K ﹤0.01%
+67
1002
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536
1003
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270
1004
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100
+9
1005
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1006
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1007
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1008
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1009
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1010
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287
+2
1011
$10K ﹤0.01%
635
1012
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+443
1013
$9K ﹤0.01%
1,417
1014
$9K ﹤0.01%
+30
1015
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229
+29
1016
$9K ﹤0.01%
+84
1017
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221
+24
1018
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131
+89
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$9K ﹤0.01%
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1020
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1021
$9K ﹤0.01%
3
1022
$9K ﹤0.01%
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1023
$9K ﹤0.01%
+232
1024
$9K ﹤0.01%
+152
1025
$9K ﹤0.01%
200
-61
39 40
41
42 43