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
1426
$2K ﹤0.01%
28
-21
1427
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60
+52
1428
$2K ﹤0.01%
303
+138
1429
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+31
1430
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100
1431
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128
1432
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+38
1433
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89
1434
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225
1435
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+50
1436
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8
1437
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+56
1438
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+32
1439
$2K ﹤0.01%
+56
1440
$2K ﹤0.01%
28
1441
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41
1442
$2K ﹤0.01%
328
1443
$1K ﹤0.01%
+17
1444
$1K ﹤0.01%
5
-3
1445
$1K ﹤0.01%
+11
1446
$1K ﹤0.01%
+19
1447
$1K ﹤0.01%
+14
1448
$1K ﹤0.01%
+8
1449
$1K ﹤0.01%
+17
1450
$1K ﹤0.01%
+16
56 57
58
59 60