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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
1776
– –
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1777
$0 ﹤0.01%
9
1778
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-200
1779
$0 ﹤0.01%
2
1780
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7
1781
$0 ﹤0.01%
7
1782
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1783
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1784
– –
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1785
$0 ﹤0.01%
8
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$0 ﹤0.01%
8
1787
$0 ﹤0.01%
26
1788
$0 ﹤0.01%
11
1789
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-75
1790
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1791
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1792
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-6
1793
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0
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$0 ﹤0.01%
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1796
$0 ﹤0.01%
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1798
$0 ﹤0.01%
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1799
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-375
1800
$0 ﹤0.01%
351
70 71
72
73 74