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
326
$45K ﹤0.01%
+1,740
327
$45K ﹤0.01%
172
+40
328
$45K ﹤0.01%
723
329
$44K ﹤0.01%
1,359
-219
330
$44K ﹤0.01%
942
+824
331
$43K ﹤0.01%
3,987
332
$43K ﹤0.01%
+1,090
333
$42K ﹤0.01%
681
334
$42K ﹤0.01%
1,230
-608
335
$42K ﹤0.01%
630
336
$42K ﹤0.01%
+982
337
$41K ﹤0.01%
1,029
+733
338
$40K ﹤0.01%
797
-8,965
339
$39K ﹤0.01%
364
-46,808
340
$39K ﹤0.01%
827
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341
$39K ﹤0.01%
2,400
342
$39K ﹤0.01%
1,396
+80
343
$38K ﹤0.01%
846
+4
344
$38K ﹤0.01%
395
345
$38K ﹤0.01%
549
-220
346
$38K ﹤0.01%
+630
347
$37K ﹤0.01%
+268
348
$36K ﹤0.01%
762
+509
349
$35K ﹤0.01%
1,382
350
$35K ﹤0.01%
+982
12 13
14
15 16