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
+$6.16M
2
+$5.38M
3
+$4.42M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.03M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.96M

Top Sells

1
+$8.9M
2
+$8.86M
3
+$8.42M
4
VOYA icon
Voya Financial
VOYA
+$8.26M
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
401
$19K ﹤0.01%
1,047
+47
402
$19K ﹤0.01%
60
+10
403
$19K ﹤0.01%
1,169
404
$18K ﹤0.01%
767
405
$18K ﹤0.01%
542
406
$18K ﹤0.01%
3,250
407
$18K ﹤0.01%
380
408
$17K ﹤0.01%
400
409
$17K ﹤0.01%
148
-68
410
$17K ﹤0.01%
112
411
$17K ﹤0.01%
600
+300
412
$16K ﹤0.01%
499
+41
413
$16K ﹤0.01%
200
414
$16K ﹤0.01%
+1,200
415
$16K ﹤0.01%
308
+43
416
$16K ﹤0.01%
727
417
$16K ﹤0.01%
213
+117
418
$15K ﹤0.01%
134
419
$15K ﹤0.01%
510
+1
420
$15K ﹤0.01%
300
421
$15K ﹤0.01%
+284
422
$15K ﹤0.01%
1,100
423
$15K ﹤0.01%
+200
424
$15K ﹤0.01%
+134
425
$14K ﹤0.01%
764
-200
15 16
17
18 19