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
551
$4K ﹤0.01%
47
552
$4K ﹤0.01%
30
553
$4K ﹤0.01%
+137
554
$4K ﹤0.01%
99
-73
555
$4K ﹤0.01%
36
556
$4K ﹤0.01%
150
557
$4K ﹤0.01%
28
+7
558
$4K ﹤0.01%
500
559
$4K ﹤0.01%
44
560
$4K ﹤0.01%
500
561
$4K ﹤0.01%
60
+54
562
$4K ﹤0.01%
900
563
$3K ﹤0.01%
116
564
$3K ﹤0.01%
98
+34
565
$3K ﹤0.01%
128
566
$3K ﹤0.01%
48
567
$3K ﹤0.01%
+156
568
$3K ﹤0.01%
250
569
$3K ﹤0.01%
150
570
$3K ﹤0.01%
104
-68
571
$3K ﹤0.01%
105
572
$3K ﹤0.01%
200
573
$3K ﹤0.01%
61
+3
574
$3K ﹤0.01%
122
-112,510
575
$3K ﹤0.01%
27
21 22
23
24 25