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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
$2.11B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,648
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$30.7M
3
+$26.1M
4
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$25.5M
5
CSCO icon
Cisco
CSCO
+$24.9M

Top Sells

1
+$37.6M
2
+$31M
3
+$25.7M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$17.6M
5
IBM icon
IBM
IBM
+$17.1M

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
551
$42K ﹤0.01%
3,500
+1,500
552
$42K ﹤0.01%
546
+247
553
$41K ﹤0.01%
581
554
$41K ﹤0.01%
391
-21
555
$41K ﹤0.01%
983
556
$40K ﹤0.01%
1,402
+302
557
$40K ﹤0.01%
+1,398
558
$40K ﹤0.01%
226
-1
559
$40K ﹤0.01%
310
+13
560
$39K ﹤0.01%
1,311
+729
561
$39K ﹤0.01%
725
+706
562
$39K ﹤0.01%
275
563
$39K ﹤0.01%
30
+10
564
$39K ﹤0.01%
654
+584
565
$39K ﹤0.01%
3,920
+278
566
$39K ﹤0.01%
588
567
$38K ﹤0.01%
1,300
568
$38K ﹤0.01%
700
569
$38K ﹤0.01%
1,600
570
$38K ﹤0.01%
211
+20
571
$37K ﹤0.01%
1,111
572
$37K ﹤0.01%
277
-18
573
$37K ﹤0.01%
312
574
$37K ﹤0.01%
+580
575
$37K ﹤0.01%
607
+297
21 22
23
24 25