Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$4.26M
3
+$3.03M
4
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$2.45M
5
CARR icon
Carrier Global
CARR
+$1.12M

Top Sells

1
+$49.7M
2
+$1.25M
3
+$28K
4
PHG icon
Philips
PHG
+$24.5K
5
WKHS icon
Workhorse Group
WKHS
+$18K

Sector Composition

1 Technology 6.39%
2 Healthcare 5.04%
3 Financials 3.59%
4 Industrials 2.74%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.81M 0.01%
32,951
452
$1.81M 0.01%
18,665
453
$1.79M 0.01%
22,890
454
$1.79M 0.01%
25,582
455
$1.78M 0.01%
22,000
456
$1.77M 0.01%
11,988
457
$1.77M 0.01%
25,331
458
$1.77M 0.01%
34,287
459
$1.77M 0.01%
91,973
460
$1.77M 0.01%
29,341
461
$1.76M 0.01%
26,257
462
$1.75M 0.01%
34,800
463
$1.75M 0.01%
29,969
464
$1.74M 0.01%
29,168
465
$1.72M 0.01%
25,417
466
$1.72M 0.01%
6,697
467
$1.71M 0.01%
17,591
468
$1.71M 0.01%
14,209
469
$1.7M 0.01%
44,253
470
$1.69M 0.01%
9,751
471
$1.66M 0.01%
30,526
472
$1.65M 0.01%
44,196
473
$1.65M 0.01%
44,574
474
$1.64M 0.01%
13,534
475
$1.63M 0.01%
6,665
17 18
19
20 21