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
$2.11B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,648
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$30.6M
3
+$26.3M
4
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$26.2M
5
QCOM icon
Qualcomm
QCOM
+$25.6M

Top Sells

1
+$40.2M
2
+$32.2M
3
+$25.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$17.1M
5
IBM icon
IBM
IBM
+$17M

Sector Composition

1 Healthcare 9.24%
2 Energy 8.57%
3 Industrials 8.3%
4 Financials 6.33%
5 Technology 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$91K ﹤0.01%
6,174
-1,784
427
$90K ﹤0.01%
1,158
+66
428
$89K ﹤0.01%
1,802
-2
429
$87K ﹤0.01%
578
+14
430
$87K ﹤0.01%
608
+7
431
$87K ﹤0.01%
554
+221
432
$87K ﹤0.01%
1,496
+78
433
$85K ﹤0.01%
3,576
434
$84K ﹤0.01%
230
+7
435
$84K ﹤0.01%
960
+2
436
$84K ﹤0.01%
824
+21
437
$83K ﹤0.01%
548
+440
438
$83K ﹤0.01%
2,563
-2,842
439
$82K ﹤0.01%
+3,257
440
$81K ﹤0.01%
1,654
+143
441
$80K ﹤0.01%
992
-105
442
$79K ﹤0.01%
2,200
443
$78K ﹤0.01%
1,549
-640
444
$78K ﹤0.01%
3,493
+47
445
$78K ﹤0.01%
486
+467
446
$77K ﹤0.01%
1,400
-1,400
447
$75K ﹤0.01%
2,789
-2
448
$75K ﹤0.01%
2,723
449
$74K ﹤0.01%
964
+252
450
$74K ﹤0.01%
+2,936
16 17
18
19 20