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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
1001
$10K ﹤0.01%
402
-13,606
1002
$10K ﹤0.01%
200
1003
$10K ﹤0.01%
108
1004
$10K ﹤0.01%
+67
1005
$10K ﹤0.01%
536
1006
$10K ﹤0.01%
270
1007
$10K ﹤0.01%
100
+9
1008
$10K ﹤0.01%
275
1009
$10K ﹤0.01%
258
1010
$10K ﹤0.01%
287
+2
1011
$10K ﹤0.01%
635
1012
$9K ﹤0.01%
68
+7
1013
$9K ﹤0.01%
60
+6
1014
$9K ﹤0.01%
109
+37
1015
$9K ﹤0.01%
200
1016
$9K ﹤0.01%
101
+3
1017
$9K ﹤0.01%
93
+83
1018
$9K ﹤0.01%
107
+90
1019
$9K ﹤0.01%
+402
1020
$9K ﹤0.01%
320
+20
1021
$9K ﹤0.01%
81
+8
1022
$9K ﹤0.01%
453
-150
1023
$9K ﹤0.01%
162
1024
$9K ﹤0.01%
+30
1025
$9K ﹤0.01%
229
+29
39 40
41
42 43