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
2801
$0 ﹤0.01%
4
2802
$0 ﹤0.01%
84
2803
$0 ﹤0.01%
11
2804
$0 ﹤0.01%
16
2805
$0 ﹤0.01%
38
2806
$0 ﹤0.01%
34
2807
$0 ﹤0.01%
13
2808
$0 ﹤0.01%
7
2809
$0 ﹤0.01%
27
2810
$0 ﹤0.01%
10
2811
$0 ﹤0.01%
21
2812
$0 ﹤0.01%
1
2813
$0 ﹤0.01%
14
2814
0
2815
$0 ﹤0.01%
2
2816
$0 ﹤0.01%
3
2817
$0 ﹤0.01%
30
2818
$0 ﹤0.01%
5
2819
$0 ﹤0.01%
3
2820
$0 ﹤0.01%
16
2821
$0 ﹤0.01%
88
2822
$0 ﹤0.01%
71
2823
$0 ﹤0.01%
2
2824
0
2825
$0 ﹤0.01%
38