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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
1676
– –
-450
1677
$0 ﹤0.01%
9
1678
$0 ﹤0.01%
+12
1679
– –
-9
1680
– –
-284
1681
– –
-669
1682
– –
-219
1683
– –
-17
1684
$0 ﹤0.01%
2
1685
– –
-100
1686
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-200
1687
– –
-10
1688
– –
-4
1689
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-29
1690
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-1,665
1691
$0 ﹤0.01%
87
1692
– –
-7
1693
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-82
1694
– –
-1,500
1695
$0 ﹤0.01%
114
1696
– –
-439
1697
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-109
1698
$0 ﹤0.01%
9
1699
– –
-66
1700
$0 ﹤0.01%
3
66 67
68
69 70