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
501
$55K ﹤0.01%
862
+89
502
$54K ﹤0.01%
4,181
503
$54K ﹤0.01%
+1,118
504
$54K ﹤0.01%
2,262
+462
505
$54K ﹤0.01%
1,045
-7,686
506
$54K ﹤0.01%
394
+334
507
$53K ﹤0.01%
1,693
508
$53K ﹤0.01%
236
+39
509
$53K ﹤0.01%
652
510
$53K ﹤0.01%
1,572
+498
511
$53K ﹤0.01%
473
+343
512
$52K ﹤0.01%
817
+18
513
$52K ﹤0.01%
2,008
514
$52K ﹤0.01%
677
-49
515
$51K ﹤0.01%
1,071
+675
516
$51K ﹤0.01%
3,912
517
$51K ﹤0.01%
1,033
+633
518
$51K ﹤0.01%
2,110
+120
519
$51K ﹤0.01%
9,149
520
$51K ﹤0.01%
1,266
-123,936
521
$51K ﹤0.01%
600
-52
522
$51K ﹤0.01%
1,093
+47
523
$50K ﹤0.01%
870
+570
524
$50K ﹤0.01%
1,453
-66,685
525
$50K ﹤0.01%
890
19 20
21
22 23