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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
1601
$1K ﹤0.01%
38
1602
$1K ﹤0.01%
+38
1603
$1K ﹤0.01%
+23
1604
$1K ﹤0.01%
38
1605
$1K ﹤0.01%
5
1606
$1K ﹤0.01%
26
1607
$1K ﹤0.01%
15
1608
$1K ﹤0.01%
8
1609
$1K ﹤0.01%
23
1610
$1K ﹤0.01%
+42
1611
$1K ﹤0.01%
+21
1612
$1K ﹤0.01%
+26
1613
$1K ﹤0.01%
+40
1614
$1K ﹤0.01%
+12
1615
$1K ﹤0.01%
44
1616
$1K ﹤0.01%
34
+25
1617
$1K ﹤0.01%
+37
1618
$1K ﹤0.01%
17
-53
1619
$1K ﹤0.01%
19
1620
$1K ﹤0.01%
20
1621
$1K ﹤0.01%
+39
1622
$1K ﹤0.01%
+11
1623
$1K ﹤0.01%
+14
1624
$1K ﹤0.01%
14
-6
1625
$1K ﹤0.01%
3
63 64
65
66 67