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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
1476
$1K ﹤0.01%
600
1477
$1K ﹤0.01%
11
1478
$1K ﹤0.01%
73
-1
1479
$1K ﹤0.01%
+22
1480
$1K ﹤0.01%
+36
1481
$1K ﹤0.01%
22
1482
$1K ﹤0.01%
+25
1483
$1K ﹤0.01%
+16
1484
$1K ﹤0.01%
+199
1485
$1K ﹤0.01%
8
1486
$1K ﹤0.01%
23
1487
$1K ﹤0.01%
+26
1488
$1K ﹤0.01%
82
-6,255
1489
$1K ﹤0.01%
+17
1490
$1K ﹤0.01%
+95
1491
$1K ﹤0.01%
5
1492
$1K ﹤0.01%
27
-17
1493
$1K ﹤0.01%
20
1494
$1K ﹤0.01%
+1
1495
$1K ﹤0.01%
33
1496
$1K ﹤0.01%
41
-17
1497
$1K ﹤0.01%
33
+24
1498
$1K ﹤0.01%
+13
1499
$1K ﹤0.01%
60
1500
$1K ﹤0.01%
+99
58 59
60
61 62