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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
1151
$6K ﹤0.01%
280
1152
$6K ﹤0.01%
+95
1153
$6K ﹤0.01%
205
-25
1154
$6K ﹤0.01%
36
+13
1155
$6K ﹤0.01%
312
1156
$6K ﹤0.01%
96
1157
$6K ﹤0.01%
318
1158
$6K ﹤0.01%
+68
1159
$6K ﹤0.01%
300
1160
$6K ﹤0.01%
+270
1161
$6K ﹤0.01%
50
1162
$6K ﹤0.01%
1,081
1163
$5K ﹤0.01%
1,000
1164
$5K ﹤0.01%
47
+26
1165
$5K ﹤0.01%
250
1166
$5K ﹤0.01%
84
1167
$5K ﹤0.01%
+47
1168
$5K ﹤0.01%
+85
1169
$5K ﹤0.01%
+25
1170
$5K ﹤0.01%
+23
1171
$5K ﹤0.01%
66
1172
$5K ﹤0.01%
2
1173
$5K ﹤0.01%
160
1174
$5K ﹤0.01%
71
-22
1175
$5K ﹤0.01%
62
-15
45 46
47
48 49