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
1276
$3K ﹤0.01%
240
-790
1277
$3K ﹤0.01%
112
1278
$3K ﹤0.01%
30
+20
1279
$3K ﹤0.01%
+108
1280
$3K ﹤0.01%
662
+224
1281
$3K ﹤0.01%
105
+35
1282
$3K ﹤0.01%
+27
1283
$3K ﹤0.01%
+42
1284
$3K ﹤0.01%
66
1285
$3K ﹤0.01%
+279
1286
$3K ﹤0.01%
91
1287
$3K ﹤0.01%
116
+4
1288
$3K ﹤0.01%
60
1289
$3K ﹤0.01%
+1
1290
$3K ﹤0.01%
214
+105
1291
$3K ﹤0.01%
64
1292
$3K ﹤0.01%
165
1293
$3K ﹤0.01%
45
+27
1294
$3K ﹤0.01%
+49
1295
$3K ﹤0.01%
+90
1296
$3K ﹤0.01%
78
+59
1297
$3K ﹤0.01%
118
1298
$3K ﹤0.01%
+63
1299
$3K ﹤0.01%
55
1300
$3K ﹤0.01%
+10
50 51
52
53 54