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
451
$12K ﹤0.01%
52
-22
452
$11K ﹤0.01%
310
+10
453
$11K ﹤0.01%
100
454
$11K ﹤0.01%
+107
455
$11K ﹤0.01%
+148
456
$11K ﹤0.01%
202
457
$11K ﹤0.01%
19
458
$11K ﹤0.01%
+310
459
$11K ﹤0.01%
+240
460
$11K ﹤0.01%
200
461
$10K ﹤0.01%
593
-525
462
$10K ﹤0.01%
100
463
$10K ﹤0.01%
1,200
464
$10K ﹤0.01%
+150
465
$10K ﹤0.01%
302
466
$10K ﹤0.01%
+200
467
$10K ﹤0.01%
+98
468
$10K ﹤0.01%
288
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469
$10K ﹤0.01%
556
470
$10K ﹤0.01%
+1,110
471
$10K ﹤0.01%
456
-404
472
$10K ﹤0.01%
451
+83
473
$10K ﹤0.01%
55
474
$9K ﹤0.01%
+656
475
$9K ﹤0.01%
+350
17 18
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