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
1026
$9K ﹤0.01%
294
1027
$9K ﹤0.01%
95
1028
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220
+160
1029
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1030
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1033
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1034
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1035
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+83
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107
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1037
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+402
1038
$9K ﹤0.01%
320
+20
1039
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81
+8
1040
$9K ﹤0.01%
453
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1041
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1042
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1043
$8K ﹤0.01%
+270
1044
$8K ﹤0.01%
87
+62
1045
$8K ﹤0.01%
594
+14
1046
$8K ﹤0.01%
205
1047
$8K ﹤0.01%
68
1048
$8K ﹤0.01%
+163
1049
$8K ﹤0.01%
+332
1050
$8K ﹤0.01%
+352
40 41
42
43 44