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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
1801
– –
-42
1802
– –
-128
1803
– –
0
1804
– –
0
1805
– –
-27
1806
$0 ﹤0.01%
2
-63
1807
– –
-341
1808
– –
-1,566
1809
– –
-16
1810
– –
-171
1811
$0 ﹤0.01%
+6
1812
– –
-8,689
1813
$0 ﹤0.01%
24
1814
– –
0
1815
– –
-232
1816
$0 ﹤0.01%
+4
1817
$0 ﹤0.01%
+3
1818
$0 ﹤0.01%
+2
1819
$0 ﹤0.01%
2
1820
– –
-91
1821
– –
-28
1822
$0 ﹤0.01%
16
-36
1823
– –
-31
1824
– –
-28
1825
$0 ﹤0.01%
14
70 71 72
73
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