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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
1251
$4K ﹤0.01%
164
1252
$4K ﹤0.01%
314
-285
1253
$4K ﹤0.01%
77
1254
$4K ﹤0.01%
68
1255
$3K ﹤0.01%
112
1256
$3K ﹤0.01%
60
1257
$3K ﹤0.01%
+1
1258
$3K ﹤0.01%
33
1259
– –
0
1260
$3K ﹤0.01%
25
1261
$3K ﹤0.01%
30
1262
$3K ﹤0.01%
+64
1263
$3K ﹤0.01%
68
-18
1264
$3K ﹤0.01%
+73
1265
$3K ﹤0.01%
402
1266
$3K ﹤0.01%
27
1267
$3K ﹤0.01%
150
1268
$3K ﹤0.01%
+80
1269
$3K ﹤0.01%
31
-116
1270
$3K ﹤0.01%
+12
1271
$3K ﹤0.01%
91
1272
$3K ﹤0.01%
200
1273
$3K ﹤0.01%
+31
1274
$3K ﹤0.01%
40
1275
$3K ﹤0.01%
150
49 50
51
52 53