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
1301
$3K ﹤0.01%
78
1302
$3K ﹤0.01%
19
-1,356
1303
$3K ﹤0.01%
108
+46
1304
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39
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25
1306
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300
1307
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61
+9
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+133
1309
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254
+4
1310
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172
1311
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126
1312
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20
1313
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+25
1314
$3K ﹤0.01%
507
1315
$3K ﹤0.01%
+178
1316
$3K ﹤0.01%
267
-490
1317
$3K ﹤0.01%
1,104
1318
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86
1319
$3K ﹤0.01%
300
1320
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1
1321
$3K ﹤0.01%
+78
1322
$3K ﹤0.01%
139
1323
$2K ﹤0.01%
+17
1324
$2K ﹤0.01%
+29
1325
$2K ﹤0.01%
17
51 52
53
54 55