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
601
$2K ﹤0.01%
+12
602
$2K ﹤0.01%
275
603
$2K ﹤0.01%
+21
604
$2K ﹤0.01%
200
605
$2K ﹤0.01%
+12
606
$2K ﹤0.01%
11
607
$2K ﹤0.01%
50
608
$2K ﹤0.01%
+21
609
$2K ﹤0.01%
76
610
$2K ﹤0.01%
+134
611
$2K ﹤0.01%
+94
612
$2K ﹤0.01%
+14
613
$2K ﹤0.01%
27
614
$2K ﹤0.01%
40
615
$2K ﹤0.01%
80
616
$2K ﹤0.01%
+205
617
$2K ﹤0.01%
194
+94
618
$2K ﹤0.01%
32
619
$2K ﹤0.01%
+41
620
$2K ﹤0.01%
125
621
$1K ﹤0.01%
328
+7
622
$1K ﹤0.01%
500
623
$1K ﹤0.01%
132
-13
624
$1K ﹤0.01%
+61
625
$1K ﹤0.01%
31
23 24
25
26 27