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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
1051
$8K ﹤0.01%
187
+46
1052
$8K ﹤0.01%
140
1053
$8K ﹤0.01%
273
1054
$8K ﹤0.01%
+104
1055
$8K ﹤0.01%
200
1056
$8K ﹤0.01%
+270
1057
$8K ﹤0.01%
87
+62
1058
$8K ﹤0.01%
594
+14
1059
$8K ﹤0.01%
+423
1060
$8K ﹤0.01%
+365
1061
$8K ﹤0.01%
+200
1062
$8K ﹤0.01%
232
-2
1063
$8K ﹤0.01%
300
+124
1064
$8K ﹤0.01%
24
-24
1065
$8K ﹤0.01%
58
+6
1066
$8K ﹤0.01%
238
1067
$8K ﹤0.01%
212
1068
$8K ﹤0.01%
158
+142
1069
$8K ﹤0.01%
820
1070
$8K ﹤0.01%
+94
1071
$8K ﹤0.01%
101
-249
1072
$8K ﹤0.01%
+185
1073
$8K ﹤0.01%
514
1074
$8K ﹤0.01%
390
-40
1075
$8K ﹤0.01%
86
41 42
43
44 45