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
1351
$2K ﹤0.01%
13
1352
$2K ﹤0.01%
276
1353
$2K ﹤0.01%
75
1354
$2K ﹤0.01%
+48
1355
$2K ﹤0.01%
+62
1356
$2K ﹤0.01%
66
1357
$2K ﹤0.01%
36
1358
$2K ﹤0.01%
400
1359
$2K ﹤0.01%
25
1360
$2K ﹤0.01%
62
-26
1361
$2K ﹤0.01%
104
1362
$2K ﹤0.01%
50
+20
1363
$2K ﹤0.01%
237
+22
1364
$2K ﹤0.01%
50
1365
$2K ﹤0.01%
+62
1366
$2K ﹤0.01%
200
-148
1367
$2K ﹤0.01%
8
1368
$2K ﹤0.01%
18
+12
1369
$2K ﹤0.01%
+10
1370
$2K ﹤0.01%
100
1371
$2K ﹤0.01%
82
1372
$2K ﹤0.01%
147
+94
1373
$2K ﹤0.01%
+301
1374
$2K ﹤0.01%
17
+8
1375
$2K ﹤0.01%
+118
53 54
55
56 57