Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.31M
3
+$4.16M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.83M

Top Sells

1
+$8.89M
2
+$8.66M
3
+$8.24M
4
VOYA icon
Voya Financial
VOYA
+$7.71M
5
CMI icon
Cummins
CMI
+$6.76M

Sector Composition

1 Technology 18.43%
2 Industrials 14.83%
3 Healthcare 12.82%
4 Financials 8.92%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$193K 0.02%
2,301
-4,722
227
$191K 0.02%
1,881
-3,685
228
$191K 0.02%
5,693
229
$190K 0.02%
8,491
+1,082
230
$185K 0.02%
2,725
231
$179K 0.02%
3,886
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232
$179K 0.02%
2,197
+1,704
233
$174K 0.02%
2,049
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234
$173K 0.02%
1,195
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235
$172K 0.02%
+1,074
236
$170K 0.02%
10,117
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237
$170K 0.02%
901
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238
$169K 0.02%
4,660
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239
$156K 0.02%
1,967
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240
$156K 0.02%
1,467
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241
$145K 0.01%
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242
$140K 0.01%
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243
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244
$129K 0.01%
1,654
-3,402
245
$127K 0.01%
3,812
246
$123K 0.01%
2,894
+2,865
247
$121K 0.01%
1,492
+6
248
$118K 0.01%
1,882
+240
249
$118K 0.01%
1,604
250
$116K 0.01%
8,768
8 9
10
11 12