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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
1626
$1K ﹤0.01%
+32
1627
$1K ﹤0.01%
+23
1628
$1K ﹤0.01%
+6
1629
$1K ﹤0.01%
+24
1630
$1K ﹤0.01%
+28
1631
$1K ﹤0.01%
+31
1632
$1K ﹤0.01%
+18
1633
$1K ﹤0.01%
100
-300
1634
$1K ﹤0.01%
+15
1635
$1K ﹤0.01%
39
1636
$1K ﹤0.01%
13
+1
1637
$1K ﹤0.01%
133
1638
$1K ﹤0.01%
+27
1639
$1K ﹤0.01%
+94
1640
$1K ﹤0.01%
30
1641
$1K ﹤0.01%
+45
1642
$1K ﹤0.01%
+40
1643
$1K ﹤0.01%
+44
1644
$1K ﹤0.01%
13
-22
1645
$1K ﹤0.01%
33
+8
1646
$1K ﹤0.01%
9
1647
$1K ﹤0.01%
10
1648
$1K ﹤0.01%
9
1649
$1K ﹤0.01%
+20
1650
$1K ﹤0.01%
+22
64 65
66
67 68