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
$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 17.58%
2 Industrials 15.68%
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
251
$115K 0.01%
1,679
+431
252
$114K 0.01%
2,882
+267
253
$112K 0.01%
3,448
254
$112K 0.01%
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255
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$107K 0.01%
565
257
$105K 0.01%
2,176
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258
$104K 0.01%
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259
$104K 0.01%
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260
$96K 0.01%
2,130
-806
261
$95K 0.01%
1,327
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262
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1,255
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263
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264
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265
$90K 0.01%
6,432
266
$89K 0.01%
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267
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270
$84K 0.01%
638
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271
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945
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272
$83K 0.01%
1,372
+497
273
$83K 0.01%
+1,656
274
$82K 0.01%
686
+3
275
$81K 0.01%
3,762
9 10
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