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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
1651
$1K ﹤0.01%
17
-9
1652
$1K ﹤0.01%
21
1653
$1K ﹤0.01%
+40
1654
$1K ﹤0.01%
12
1655
$1K ﹤0.01%
+304
1656
$1K ﹤0.01%
200
1657
$1K ﹤0.01%
9
1658
$1K ﹤0.01%
10
1659
$0 ﹤0.01%
39
1660
$0 ﹤0.01%
18
1661
– –
-20
1662
$0 ﹤0.01%
4
-3
1663
– –
0
1664
$0 ﹤0.01%
33
1665
$0 ﹤0.01%
16
1666
$0 ﹤0.01%
75
1667
$0 ﹤0.01%
78
1668
$0 ﹤0.01%
13
1669
$0 ﹤0.01%
1
1670
$0 ﹤0.01%
15
1671
– –
-1,102
1672
$0 ﹤0.01%
+25
1673
– –
-262
1674
– –
-500
1675
$0 ﹤0.01%
122
65 66
67
68 69