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
351
$35K ﹤0.01%
+657
352
$34K ﹤0.01%
2,178
+2,174
353
$33K ﹤0.01%
550
354
$33K ﹤0.01%
2,545
355
$33K ﹤0.01%
996
356
$33K ﹤0.01%
1,852
357
$32K ﹤0.01%
368
-75
358
$32K ﹤0.01%
2,357
359
$31K ﹤0.01%
3,920
360
$31K ﹤0.01%
317
+17
361
$30K ﹤0.01%
720
+20
362
$30K ﹤0.01%
266
-983
363
$30K ﹤0.01%
+980
364
$30K ﹤0.01%
2,100
-192
365
$29K ﹤0.01%
421
+1
366
$28K ﹤0.01%
341
-43
367
$28K ﹤0.01%
262
-1
368
$28K ﹤0.01%
207
369
$27K ﹤0.01%
+560
370
$27K ﹤0.01%
135
371
$26K ﹤0.01%
299
+1
372
$26K ﹤0.01%
280
+259
373
$25K ﹤0.01%
+1,104
374
$25K ﹤0.01%
300
375
$25K ﹤0.01%
571
13 14
15
16 17