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
2651
$1K ﹤0.01%
4
2652
$1K ﹤0.01%
48
2653
$1K ﹤0.01%
21
2654
$1K ﹤0.01%
60
2655
$1K ﹤0.01%
253
2656
$1K ﹤0.01%
57
2657
$1K ﹤0.01%
35
2658
$1K ﹤0.01%
8
2659
$1K ﹤0.01%
55
2660
$1K ﹤0.01%
45
2661
$1K ﹤0.01%
148
2662
$1K ﹤0.01%
29
2663
$1K ﹤0.01%
21
2664
$1K ﹤0.01%
16
2665
$1K ﹤0.01%
12
2666
$1K ﹤0.01%
33
2667
$1K ﹤0.01%
82
2668
$1K ﹤0.01%
52
2669
$1K ﹤0.01%
122
2670
$1K ﹤0.01%
20
2671
$1K ﹤0.01%
36
2672
$1K ﹤0.01%
55
2673
$1K ﹤0.01%
70
2674
$1K ﹤0.01%
18
2675
$1K ﹤0.01%
48