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
1126
$6K ﹤0.01%
+267
1127
$6K ﹤0.01%
38
+6
1128
$6K ﹤0.01%
+55
1129
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21
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1130
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1131
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119
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1134
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1135
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1136
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1137
$6K ﹤0.01%
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1138
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+61
1139
$6K ﹤0.01%
400
+192
1140
$6K ﹤0.01%
100
+98
1141
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1142
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15
+8
1143
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1144
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1145
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96
1146
$6K ﹤0.01%
+250
1147
$6K ﹤0.01%
318
1148
$6K ﹤0.01%
+68
1149
$6K ﹤0.01%
300
1150
$6K ﹤0.01%
+270
44 45
46
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