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
+$48.7M
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%
10
1602
$1K ﹤0.01%
55
+39
1603
$1K ﹤0.01%
12
1604
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+32
1605
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+23
1606
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23
1607
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+42
1608
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22
1609
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+21
1610
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+26
1611
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+40
1612
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+11
1613
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+14
1614
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14
-6
1615
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3
1616
$1K ﹤0.01%
+32
1617
$1K ﹤0.01%
+32
1618
$1K ﹤0.01%
60
1619
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44
1620
$1K ﹤0.01%
+26
1621
$1K ﹤0.01%
17
1622
$1K ﹤0.01%
52
1623
$1K ﹤0.01%
+26
1624
$1K ﹤0.01%
+39
1625
$1K ﹤0.01%
+17
63 64
65
66 67