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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
1076
$8K ﹤0.01%
205
1077
$8K ﹤0.01%
68
1078
$8K ﹤0.01%
+163
1079
$8K ﹤0.01%
+332
1080
$8K ﹤0.01%
+352
1081
$7K ﹤0.01%
70
+24
1082
$7K ﹤0.01%
+50
1083
$7K ﹤0.01%
100
1084
$7K ﹤0.01%
508
+8
1085
$7K ﹤0.01%
527
+463
1086
$7K ﹤0.01%
67
1087
$7K ﹤0.01%
+52
1088
$7K ﹤0.01%
+137
1089
$7K ﹤0.01%
+120
1090
$7K ﹤0.01%
134
1091
$7K ﹤0.01%
121
1092
$7K ﹤0.01%
2,516
+4
1093
$7K ﹤0.01%
59
1094
$7K ﹤0.01%
372
-58
1095
$7K ﹤0.01%
109
-634
1096
$7K ﹤0.01%
538
-170,144
1097
$7K ﹤0.01%
207
+7
1098
$7K ﹤0.01%
822
+99
1099
$7K ﹤0.01%
150
+33
1100
$7K ﹤0.01%
396
+114
42 43
44
45 46