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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
1176
$5K ﹤0.01%
+118
1177
$5K ﹤0.01%
199
+83
1178
$5K ﹤0.01%
157
1179
$5K ﹤0.01%
+95
1180
$5K ﹤0.01%
55
-23
1181
$5K ﹤0.01%
19
-3
1182
$5K ﹤0.01%
117
1183
$5K ﹤0.01%
+87
1184
$5K ﹤0.01%
300
1185
$5K ﹤0.01%
+100
1186
$5K ﹤0.01%
239
1187
$5K ﹤0.01%
150
1188
$5K ﹤0.01%
224
-28
1189
$5K ﹤0.01%
+121
1190
$5K ﹤0.01%
150
1191
$5K ﹤0.01%
407
+72
1192
$5K ﹤0.01%
+43
1193
$5K ﹤0.01%
105
+43
1194
$5K ﹤0.01%
396
1195
$5K ﹤0.01%
+20
1196
$5K ﹤0.01%
33
+6
1197
$5K ﹤0.01%
249
1198
$5K ﹤0.01%
274
1199
$5K ﹤0.01%
+353
1200
$5K ﹤0.01%
+50
46 47
48
49 50