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 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%
20
1602
$1K ﹤0.01%
+1
1603
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7
1604
$1K ﹤0.01%
+25
1605
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33
1606
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41
-17
1607
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+72
1608
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25
1609
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33
+24
1610
$1K ﹤0.01%
+13
1611
$1K ﹤0.01%
60
1612
$1K ﹤0.01%
+99
1613
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27
1614
$1K ﹤0.01%
+154
1615
$1K ﹤0.01%
55
-52
1616
$1K ﹤0.01%
60
+43
1617
$1K ﹤0.01%
+30
1618
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27
1619
$1K ﹤0.01%
+10
1620
$1K ﹤0.01%
14
1621
$1K ﹤0.01%
+49
1622
$1K ﹤0.01%
+98
1623
$1K ﹤0.01%
17
1624
$1K ﹤0.01%
26
1625
$1K ﹤0.01%
28
63 64
65
66 67