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
1076
$8K ﹤0.01%
+104
1077
$8K ﹤0.01%
+185
1078
$8K ﹤0.01%
514
1079
$8K ﹤0.01%
390
-40
1080
$8K ﹤0.01%
86
1081
$7K ﹤0.01%
150
+33
1082
$7K ﹤0.01%
396
+114
1083
$7K ﹤0.01%
+173
1084
$7K ﹤0.01%
152
1085
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161
+6
1086
$7K ﹤0.01%
100
1087
$7K ﹤0.01%
115
+98
1088
$7K ﹤0.01%
117
+19
1089
$7K ﹤0.01%
70
+24
1090
$7K ﹤0.01%
182
+29
1091
$7K ﹤0.01%
+205
1092
$7K ﹤0.01%
666
1093
$7K ﹤0.01%
250
1094
$7K ﹤0.01%
246
1095
$7K ﹤0.01%
+50
1096
$7K ﹤0.01%
100
1097
$7K ﹤0.01%
508
+8
1098
$7K ﹤0.01%
527
+463
1099
$7K ﹤0.01%
67
1100
$7K ﹤0.01%
+52
42 43
44
45 46