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
451
$73K ﹤0.01%
804
+414
452
$73K ﹤0.01%
958
+158
453
$73K ﹤0.01%
810
454
$73K ﹤0.01%
552
+120
455
$72K ﹤0.01%
3,880
+320
456
$72K ﹤0.01%
2,610
457
$72K ﹤0.01%
931
-415
458
$72K ﹤0.01%
852
+52
459
$71K ﹤0.01%
541
+241
460
$71K ﹤0.01%
1,006
+256
461
$71K ﹤0.01%
3,091
462
$71K ﹤0.01%
710
+130
463
$70K ﹤0.01%
1,500
464
$69K ﹤0.01%
1,881
+198
465
$69K ﹤0.01%
+750
466
$68K ﹤0.01%
884
+282
467
$68K ﹤0.01%
800
+160
468
$67K ﹤0.01%
1,236
+605
469
$67K ﹤0.01%
2,925
-210
470
$66K ﹤0.01%
779
+78
471
$65K ﹤0.01%
4,303
+80
472
$65K ﹤0.01%
423
-1,964
473
$65K ﹤0.01%
730
+540
474
$64K ﹤0.01%
1,194
+500
475
$64K ﹤0.01%
1,663
-189
17 18
19
20 21