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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
1351
$2K ﹤0.01%
117
+106
1352
$2K ﹤0.01%
58
1353
$2K ﹤0.01%
+17
1354
$2K ﹤0.01%
32
+21
1355
$2K ﹤0.01%
43
+14
1356
$2K ﹤0.01%
48
+38
1357
$2K ﹤0.01%
53
1358
$2K ﹤0.01%
+23
1359
$2K ﹤0.01%
+60
1360
$2K ﹤0.01%
+62
1361
$2K ﹤0.01%
11
1362
$2K ﹤0.01%
+39
1363
$2K ﹤0.01%
28
+17
1364
$2K ﹤0.01%
38
-38
1365
$2K ﹤0.01%
48
1366
$2K ﹤0.01%
92
+51
1367
$2K ﹤0.01%
53
1368
$2K ﹤0.01%
75
1369
$2K ﹤0.01%
+62
1370
$2K ﹤0.01%
66
1371
$2K ﹤0.01%
36
1372
$2K ﹤0.01%
400
1373
$2K ﹤0.01%
25
1374
$2K ﹤0.01%
62
-26
1375
$2K ﹤0.01%
104
53 54
55
56 57