We are live on ! Find out more
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
1376
$2K ﹤0.01%
50
+20
1377
$2K ﹤0.01%
237
+22
1378
$2K ﹤0.01%
+62
1379
$2K ﹤0.01%
200
1380
$2K ﹤0.01%
34
1381
$2K ﹤0.01%
+27
1382
$2K ﹤0.01%
+250
1383
$2K ﹤0.01%
+37
1384
$2K ﹤0.01%
25
1385
$2K ﹤0.01%
21
1386
$2K ﹤0.01%
+66
1387
$2K ﹤0.01%
50
1388
$2K ﹤0.01%
225
+18
1389
$2K ﹤0.01%
+40
1390
$2K ﹤0.01%
30
1391
$2K ﹤0.01%
+200
1392
$2K ﹤0.01%
+106
1393
$2K ﹤0.01%
44
+24
1394
$2K ﹤0.01%
57
+50
1395
$2K ﹤0.01%
+52
1396
$2K ﹤0.01%
+16
1397
$2K ﹤0.01%
+200
1398
$2K ﹤0.01%
+255
1399
$2K ﹤0.01%
103
+45
1400
$2K ﹤0.01%
22
+12
54 55
56
57 58