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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
1501
$1K ﹤0.01%
27
1502
$1K ﹤0.01%
+154
1503
$1K ﹤0.01%
+24
1504
$1K ﹤0.01%
31
1505
$1K ﹤0.01%
22
-2
1506
$1K ﹤0.01%
400
1507
$1K ﹤0.01%
58
1508
$1K ﹤0.01%
30
1509
$1K ﹤0.01%
30
-1,810
1510
$1K ﹤0.01%
22
1511
$1K ﹤0.01%
+200
1512
$1K ﹤0.01%
12
1513
$1K ﹤0.01%
66
1514
$1K ﹤0.01%
+21
1515
$1K ﹤0.01%
5
-3
1516
$1K ﹤0.01%
+11
1517
$1K ﹤0.01%
+19
1518
$1K ﹤0.01%
105
1519
$1K ﹤0.01%
145
1520
$1K ﹤0.01%
+38
1521
$1K ﹤0.01%
72
1522
$1K ﹤0.01%
25
-12
1523
$1K ﹤0.01%
15
1524
$1K ﹤0.01%
+7
1525
$1K ﹤0.01%
6
59 60
61
62 63