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
1626
$1K ﹤0.01%
+16
1627
$1K ﹤0.01%
13
1628
$1K ﹤0.01%
20
1629
$1K ﹤0.01%
+22
1630
$1K ﹤0.01%
+11
1631
$1K ﹤0.01%
9
1632
$1K ﹤0.01%
105
1633
$1K ﹤0.01%
145
1634
$1K ﹤0.01%
+38
1635
$1K ﹤0.01%
18
1636
$1K ﹤0.01%
25
-12
1637
$1K ﹤0.01%
15
1638
$1K ﹤0.01%
+7
1639
$1K ﹤0.01%
6
1640
$1K ﹤0.01%
+144
1641
$1K ﹤0.01%
+123
1642
$1K ﹤0.01%
18
1643
$1K ﹤0.01%
+7
1644
$1K ﹤0.01%
+45
1645
$1K ﹤0.01%
56
-24
1646
$1K ﹤0.01%
17
-34
1647
$1K ﹤0.01%
+14
1648
$1K ﹤0.01%
6
1649
$1K ﹤0.01%
27
1650
$1K ﹤0.01%
7
64 65
66
67 68