Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$4.26M
3
+$3.03M
4
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$2.45M
5
CARR icon
Carrier Global
CARR
+$1.12M

Top Sells

1
+$49.7M
2
+$1.25M
3
+$28K
4
PHG icon
Philips
PHG
+$24.5K
5
WKHS icon
Workhorse Group
WKHS
+$18K

Sector Composition

1 Technology 6.39%
2 Healthcare 5.04%
3 Financials 3.59%
4 Industrials 2.74%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
$1K ﹤0.01%
5
2627
$1K ﹤0.01%
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2628
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2629
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2630
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28
+27
2631
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2632
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2637
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2638
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2639
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2640
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+32
2641
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27
2642
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2643
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2644
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2645
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$1K ﹤0.01%
1
2647
$1K ﹤0.01%
59
2648
$1K ﹤0.01%
15
2649
$1K ﹤0.01%
53
2650
$1K ﹤0.01%
54
104 105
106
107 108