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
376
$25K ﹤0.01%
200
377
$24K ﹤0.01%
520
+8
378
$24K ﹤0.01%
1,500
379
$24K ﹤0.01%
376
-1,176
380
$24K ﹤0.01%
1,050
381
$24K ﹤0.01%
700
+550
382
$24K ﹤0.01%
2,400
383
$23K ﹤0.01%
+1,200
384
$23K ﹤0.01%
227
385
$23K ﹤0.01%
525
386
$23K ﹤0.01%
261
-191
387
$23K ﹤0.01%
434
-5,350
388
$23K ﹤0.01%
450
+40
389
$22K ﹤0.01%
234
+34
390
$22K ﹤0.01%
1,200
391
$21K ﹤0.01%
1,210
392
$21K ﹤0.01%
504
393
$21K ﹤0.01%
550
394
$21K ﹤0.01%
400
395
$20K ﹤0.01%
200
396
$20K ﹤0.01%
600
+300
397
$19K ﹤0.01%
210
398
$19K ﹤0.01%
+864
399
$19K ﹤0.01%
+272
400
$19K ﹤0.01%
751
-77,062
14 15
16
17 18