Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
1401
$2K ﹤0.01%
147
+94
1402
$2K ﹤0.01%
+301
1403
$2K ﹤0.01%
17
+8
1404
$2K ﹤0.01%
+118
1405
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+63
1406
$2K ﹤0.01%
200
1407
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34
1408
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+27
1409
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+250
1410
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+37
1411
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25
1412
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21
1413
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+66
1414
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50
1415
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225
+18
1416
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+40
1417
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30
1418
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+200
1419
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+106
1420
$2K ﹤0.01%
44
+24
1421
$2K ﹤0.01%
57
+50
1422
$2K ﹤0.01%
+200
1423
$2K ﹤0.01%
+21
1424
$2K ﹤0.01%
100
1425
$2K ﹤0.01%
+12
55 56
57
58 59