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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
576
$3K ﹤0.01%
421
-24,834
577
$3K ﹤0.01%
207
+5
578
$3K ﹤0.01%
150
579
$3K ﹤0.01%
122
-112,510
580
$3K ﹤0.01%
27
581
$3K ﹤0.01%
400
582
$3K ﹤0.01%
500
583
$3K ﹤0.01%
30
584
$3K ﹤0.01%
34
585
$3K ﹤0.01%
72
586
$3K ﹤0.01%
+134
587
$2K ﹤0.01%
200
588
$2K ﹤0.01%
+12
589
$2K ﹤0.01%
38
590
$2K ﹤0.01%
+23
591
$2K ﹤0.01%
49
592
$2K ﹤0.01%
+52
593
$2K ﹤0.01%
100
594
$2K ﹤0.01%
69
595
$2K ﹤0.01%
45
-32
596
$2K ﹤0.01%
+82
597
$2K ﹤0.01%
55
598
$2K ﹤0.01%
+12
599
$2K ﹤0.01%
275
600
$2K ﹤0.01%
+21
22 23
24
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