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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
1326
$2K ﹤0.01%
25
+13
1327
$2K ﹤0.01%
+51
1328
$2K ﹤0.01%
13
1329
$2K ﹤0.01%
276
1330
$2K ﹤0.01%
+48
1331
$2K ﹤0.01%
50
1332
$2K ﹤0.01%
200
-148
1333
$2K ﹤0.01%
8
1334
$2K ﹤0.01%
18
+12
1335
$2K ﹤0.01%
+10
1336
$2K ﹤0.01%
100
1337
$2K ﹤0.01%
82
1338
$2K ﹤0.01%
147
+94
1339
$2K ﹤0.01%
+301
1340
$2K ﹤0.01%
17
+8
1341
$2K ﹤0.01%
+118
1342
$2K ﹤0.01%
+63
1343
$2K ﹤0.01%
130
1344
$2K ﹤0.01%
40
-6
1345
$2K ﹤0.01%
37
+30
1346
$2K ﹤0.01%
+70
1347
$2K ﹤0.01%
+17
1348
$2K ﹤0.01%
+29
1349
$2K ﹤0.01%
17
1350
$2K ﹤0.01%
27
52 53
54
55 56