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
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
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115
+15
506
$6K ﹤0.01%
1,982
+116
507
$6K ﹤0.01%
850
508
$6K ﹤0.01%
300
509
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477
-195
510
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158
+58
511
$5K ﹤0.01%
90
512
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+15
513
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+5
514
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+164
515
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+114
516
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1,000
517
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85
518
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519
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-1
520
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344
+96
521
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101
522
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119
523
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200
524
$5K ﹤0.01%
89
525
$5K ﹤0.01%
137
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