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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
1101
$7K ﹤0.01%
+173
1102
$7K ﹤0.01%
152
1103
$7K ﹤0.01%
161
+6
1104
$7K ﹤0.01%
100
1105
$7K ﹤0.01%
115
+98
1106
$7K ﹤0.01%
117
+19
1107
$7K ﹤0.01%
182
+29
1108
$7K ﹤0.01%
+205
1109
$7K ﹤0.01%
666
1110
$7K ﹤0.01%
250
1111
$7K ﹤0.01%
246
1112
$7K ﹤0.01%
+303
1113
$7K ﹤0.01%
231
+144
1114
$7K ﹤0.01%
300
1115
$7K ﹤0.01%
450
+254
1116
$7K ﹤0.01%
154
1117
$7K ﹤0.01%
278
1118
$7K ﹤0.01%
86
1119
$7K ﹤0.01%
+190
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