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
1101
$7K ﹤0.01%
+135
1102
$7K ﹤0.01%
+303
1103
$7K ﹤0.01%
231
+144
1104
$7K ﹤0.01%
+120
1105
$7K ﹤0.01%
300
1106
$7K ﹤0.01%
450
+254
1107
$7K ﹤0.01%
154
1108
$7K ﹤0.01%
278
1109
$7K ﹤0.01%
86
1110
$7K ﹤0.01%
+190
1111
$7K ﹤0.01%
134
1112
$7K ﹤0.01%
121
1113
$7K ﹤0.01%
2,516
+4
1114
$7K ﹤0.01%
59
1115
$7K ﹤0.01%
372
-58
1116
$7K ﹤0.01%
109
-634
1117
$7K ﹤0.01%
538
-170,144
1118
$7K ﹤0.01%
207
+7
1119
$7K ﹤0.01%
822
+99
1120
$7K ﹤0.01%
+154
1121
$6K ﹤0.01%
61
+20
1122
$6K ﹤0.01%
162
1123
$6K ﹤0.01%
109
1124
$6K ﹤0.01%
+420
1125
$6K ﹤0.01%
42
43 44
45
46 47