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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
1026
$9K ﹤0.01%
+84
1027
$9K ﹤0.01%
221
+24
1028
$9K ﹤0.01%
131
+89
1029
$9K ﹤0.01%
+289
1030
$9K ﹤0.01%
+232
1031
$9K ﹤0.01%
+152
1032
$9K ﹤0.01%
200
-61
1033
$9K ﹤0.01%
294
1034
$9K ﹤0.01%
95
1035
$9K ﹤0.01%
220
+160
1036
$9K ﹤0.01%
39
1037
$9K ﹤0.01%
+443
1038
$9K ﹤0.01%
1,417
1039
$9K ﹤0.01%
+247
1040
$9K ﹤0.01%
3
1041
$9K ﹤0.01%
+212
1042
$8K ﹤0.01%
1,000
1043
$8K ﹤0.01%
27
1044
$8K ﹤0.01%
107
+22
1045
$8K ﹤0.01%
225
1046
$8K ﹤0.01%
284
1047
$8K ﹤0.01%
29
+18
1048
$8K ﹤0.01%
165
1049
$8K ﹤0.01%
229
+29
1050
$8K ﹤0.01%
420
-195
40 41
42
43 44