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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
1451
$1K ﹤0.01%
16
1452
$1K ﹤0.01%
+17
1453
$1K ﹤0.01%
73
1454
$1K ﹤0.01%
15
-1
1455
$1K ﹤0.01%
10
1456
$1K ﹤0.01%
+34
1457
$1K ﹤0.01%
+17
1458
$1K ﹤0.01%
+14
1459
$1K ﹤0.01%
+8
1460
$1K ﹤0.01%
+17
1461
$1K ﹤0.01%
+16
1462
$1K ﹤0.01%
13
1463
$1K ﹤0.01%
20
1464
$1K ﹤0.01%
+22
1465
$1K ﹤0.01%
+11
1466
$1K ﹤0.01%
+144
1467
$1K ﹤0.01%
+123
1468
$1K ﹤0.01%
+45
1469
$1K ﹤0.01%
+14
1470
$1K ﹤0.01%
6
1471
$1K ﹤0.01%
27
1472
$1K ﹤0.01%
7
1473
$1K ﹤0.01%
+1
1474
$1K ﹤0.01%
121
1475
$1K ﹤0.01%
+58
57 58
59
60 61