Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
+$48.8M
2
+$23.8M
3
+$20.9M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$20M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$19.7M

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
1601
$1K ﹤0.01%
26
1602
$1K ﹤0.01%
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1603
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1604
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1605
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50
1606
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+6
1607
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36
1608
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1609
$1K ﹤0.01%
+17
1610
$1K ﹤0.01%
+40
1611
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8
1612
$1K ﹤0.01%
+7
1613
$1K ﹤0.01%
73
1614
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15
-1
1615
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10
1616
$1K ﹤0.01%
+34
1617
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66
1618
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+21
1619
$1K ﹤0.01%
+17
1620
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5
-3
1621
$1K ﹤0.01%
+11
1622
$1K ﹤0.01%
+19
1623
$1K ﹤0.01%
+14
1624
$1K ﹤0.01%
+8
1625
$1K ﹤0.01%
+17
63 64
65
66 67