Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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 Sells

1 +$31.8M
2 +$29.8M
3 +$16.2M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$13.3M
5
OXY icon
Occidental Petroleum
OXY
+$12.3M

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
1576
$1K ﹤0.01%
22
1577
$1K ﹤0.01%
+30
1578
$1K ﹤0.01%
+25
1579
$1K ﹤0.01%
+14
1580
$1K ﹤0.01%
+16
1581
$1K ﹤0.01%
21
1582
$1K ﹤0.01%
+24
1583
$1K ﹤0.01%
+199
1584
$1K ﹤0.01%
8
1585
$1K ﹤0.01%
23
1586
$1K ﹤0.01%
+28
1587
$1K ﹤0.01%
+26
1588
$1K ﹤0.01%
82
-6,255
1589
$1K ﹤0.01%
+17
1590
$1K ﹤0.01%
+95
1591
$1K ﹤0.01%
15
1592
$1K ﹤0.01%
18
+13
1593
$1K ﹤0.01%
+9
1594
$1K ﹤0.01%
+79
1595
$1K ﹤0.01%
26
1596
$1K ﹤0.01%
82
1597
$1K ﹤0.01%
37
1598
$1K ﹤0.01%
+26
1599
$1K ﹤0.01%
5
1600
$1K ﹤0.01%
27
-17