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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
526
$5K ﹤0.01%
162
527
$5K ﹤0.01%
41
528
$5K ﹤0.01%
90
529
$5K ﹤0.01%
+15
530
$5K ﹤0.01%
100
531
$5K ﹤0.01%
205
-1
532
$5K ﹤0.01%
344
+96
533
$5K ﹤0.01%
85
534
$5K ﹤0.01%
+5
535
$5K ﹤0.01%
+164
536
$5K ﹤0.01%
+114
537
$4K ﹤0.01%
126
538
$4K ﹤0.01%
127
-3
539
$4K ﹤0.01%
62
540
$4K ﹤0.01%
+64
541
$4K ﹤0.01%
56
542
$4K ﹤0.01%
80
543
$4K ﹤0.01%
800
544
$4K ﹤0.01%
36
545
$4K ﹤0.01%
150
546
$4K ﹤0.01%
28
+7
547
$4K ﹤0.01%
500
548
$4K ﹤0.01%
44
549
$4K ﹤0.01%
500
550
$4K ﹤0.01%
60
+54
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