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
526
$50K ﹤0.01%
+1,712
527
$50K ﹤0.01%
1,102
+139
528
$50K ﹤0.01%
2,305
+2,294
529
$49K ﹤0.01%
2,311
+312
530
$49K ﹤0.01%
878
-15
531
$49K ﹤0.01%
505
+85
532
$49K ﹤0.01%
+109
533
$49K ﹤0.01%
467
+330
534
$49K ﹤0.01%
754
-5,361
535
$49K ﹤0.01%
7,377
+1,017
536
$48K ﹤0.01%
2,195
+41
537
$48K ﹤0.01%
1,183
+91
538
$47K ﹤0.01%
10,148
539
$46K ﹤0.01%
365
+10
540
$45K ﹤0.01%
+2,198
541
$45K ﹤0.01%
1,401
+403
542
$44K ﹤0.01%
1,330
+272
543
$44K ﹤0.01%
3,780
544
$44K ﹤0.01%
582
+58
545
$44K ﹤0.01%
587
546
$43K ﹤0.01%
190
+51
547
$43K ﹤0.01%
3,070
+1,338
548
$43K ﹤0.01%
537
+29
549
$43K ﹤0.01%
434
+311
550
$43K ﹤0.01%
1,140
+200
20 21
22
23 24