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
426
$14K ﹤0.01%
+600
427
$14K ﹤0.01%
+465
428
$14K ﹤0.01%
+137
429
$14K ﹤0.01%
764
-200
430
$14K ﹤0.01%
289
-258
431
$14K ﹤0.01%
592
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432
$14K ﹤0.01%
66
+4
433
$13K ﹤0.01%
1,006
434
$13K ﹤0.01%
234
435
$13K ﹤0.01%
181
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436
$13K ﹤0.01%
+750
437
$13K ﹤0.01%
150
438
$13K ﹤0.01%
400
439
$13K ﹤0.01%
1,077
+4
440
$13K ﹤0.01%
1,000
441
$12K ﹤0.01%
600
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442
$12K ﹤0.01%
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443
$12K ﹤0.01%
+1,086
444
$12K ﹤0.01%
+425
445
$12K ﹤0.01%
+900
446
$12K ﹤0.01%
280
+12
447
$12K ﹤0.01%
300
448
$12K ﹤0.01%
200
-177
449
$12K ﹤0.01%
500
450
$12K ﹤0.01%
187
-12
16 17
18
19 20