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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
1751
$0 ﹤0.01%
+10
1752
$0 ﹤0.01%
+6
1753
$0 ﹤0.01%
+19
1754
$0 ﹤0.01%
+8
1755
$0 ﹤0.01%
+6
1756
– –
-81
1757
$0 ﹤0.01%
+5
1758
– –
-700
1759
$0 ﹤0.01%
3
-2
1760
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-334
1761
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$0 ﹤0.01%
33
1763
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1764
$0 ﹤0.01%
9
1765
$0 ﹤0.01%
6
1766
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1767
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-360
1768
$0 ﹤0.01%
14
-50
1769
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1770
$0 ﹤0.01%
17
1771
– –
-242
1772
$0 ﹤0.01%
8
1773
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-65
1774
– –
-16
1775
– –
-1
69 70
71
72 73