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
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%
308
+43
413
$16K ﹤0.01%
727
414
$16K ﹤0.01%
213
+117
415
$16K ﹤0.01%
499
+41
416
$16K ﹤0.01%
200
417
$16K ﹤0.01%
+1,200
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%
+134
424
$15K ﹤0.01%
+200
425
$14K ﹤0.01%
+470
15 16
17
18 19