Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
576
$3K ﹤0.01%
48
577
$3K ﹤0.01%
+156
578
$3K ﹤0.01%
250
579
$3K ﹤0.01%
150
580
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104
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581
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105
582
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200
583
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61
+3
584
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+40
585
$3K ﹤0.01%
+34
586
$3K ﹤0.01%
421
-24,834
587
$2K ﹤0.01%
38
588
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+23
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100
590
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69
591
$2K ﹤0.01%
45
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592
$2K ﹤0.01%
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593
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49
595
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+22
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$2K ﹤0.01%
+52
597
$2K ﹤0.01%
+59
598
$2K ﹤0.01%
+13
599
$2K ﹤0.01%
71
600
$2K ﹤0.01%
+22
22 23
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