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
1401
$2K ﹤0.01%
62
+29
1402
$2K ﹤0.01%
196
-214
1403
$2K ﹤0.01%
+200
1404
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+21
1405
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100
1406
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+12
1407
$2K ﹤0.01%
28
-21
1408
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60
+52
1409
$2K ﹤0.01%
303
+138
1410
$2K ﹤0.01%
+31
1411
$2K ﹤0.01%
+86
1412
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15
1413
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+56
1414
$2K ﹤0.01%
+32
1415
$2K ﹤0.01%
+56
1416
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28
1417
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+44
1418
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130
1419
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40
-6
1420
$2K ﹤0.01%
+34
1421
$2K ﹤0.01%
37
+30
1422
$2K ﹤0.01%
+70
1423
$2K ﹤0.01%
95
1424
$2K ﹤0.01%
100
1425
$2K ﹤0.01%
26
55 56
57
58 59