We are live on ! Find out more
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
1701
– –
-4
1702
$0 ﹤0.01%
5
+3
1703
– –
-561
1704
$0 ﹤0.01%
10
1705
$0 ﹤0.01%
+7
1706
$0 ﹤0.01%
+20
1707
– –
-2,520
1708
– –
0
1709
$0 ﹤0.01%
31
1710
$0 ﹤0.01%
9
1711
$0 ﹤0.01%
95
1712
– –
-105
1713
– –
-21
1714
$0 ﹤0.01%
62
1715
$0 ﹤0.01%
9
1716
$0 ﹤0.01%
+1
1717
$0 ﹤0.01%
12
1718
$0 ﹤0.01%
24
1719
– –
-114
1720
– –
-233
1721
– –
-303
1722
– –
-220
1723
– –
-10,240
1724
– –
-41
1725
$0 ﹤0.01%
+1
67 68
69
70 71