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
$1.02B
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$5.38M
3
+$4.42M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.03M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.96M

Top Sells

1
+$8.9M
2
+$8.86M
3
+$8.42M
4
VOYA icon
Voya Financial
VOYA
+$8.26M
5
CMI icon
Cummins
CMI
+$6.76M

Sector Composition

1 Technology 17.58%
2 Industrials 15.68%
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
501
$6K ﹤0.01%
+1,288
502
$6K ﹤0.01%
106
+30
503
$6K ﹤0.01%
172
-1,603
504
$6K ﹤0.01%
+500
505
$6K ﹤0.01%
115
+15
506
$6K ﹤0.01%
1,982
+116
507
$6K ﹤0.01%
850
508
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300
509
$6K ﹤0.01%
477
-195
510
$6K ﹤0.01%
158
+58
511
$5K ﹤0.01%
+5
512
$5K ﹤0.01%
+164
513
$5K ﹤0.01%
+114
514
$5K ﹤0.01%
1,000
515
$5K ﹤0.01%
85
516
$5K ﹤0.01%
137
517
$5K ﹤0.01%
423
518
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+126
519
$5K ﹤0.01%
85
520
$5K ﹤0.01%
100
521
$5K ﹤0.01%
2,500
522
$5K ﹤0.01%
41
523
$5K ﹤0.01%
90
524
$5K ﹤0.01%
+15
525
$5K ﹤0.01%
100
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