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
576
$37K ﹤0.01%
382
+49
577
$37K ﹤0.01%
362
+9
578
$36K ﹤0.01%
2,100
+1,900
579
$36K ﹤0.01%
450
580
$36K ﹤0.01%
276
581
$36K ﹤0.01%
328
+229
582
$36K ﹤0.01%
673
-4,057
583
$35K ﹤0.01%
2,144
+32
584
$35K ﹤0.01%
1,236
585
$35K ﹤0.01%
1,322
586
$35K ﹤0.01%
38
587
$35K ﹤0.01%
+150
588
$35K ﹤0.01%
+675
589
$34K ﹤0.01%
178
+142
590
$34K ﹤0.01%
614
+31
591
$34K ﹤0.01%
1,045
592
$34K ﹤0.01%
705
-24
593
$34K ﹤0.01%
903
594
$34K ﹤0.01%
1,665
+1,437
595
$34K ﹤0.01%
397
+242
596
$34K ﹤0.01%
656
+120
597
$34K ﹤0.01%
+887
598
$34K ﹤0.01%
+1,040
599
$33K ﹤0.01%
583
-1
600
$33K ﹤0.01%
930
+197
22 23
24
25 26