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
601
$33K ﹤0.01%
373
-443
602
$33K ﹤0.01%
724
+246
603
$33K ﹤0.01%
2,600
604
$33K ﹤0.01%
793
-90
605
$33K ﹤0.01%
700
606
$33K ﹤0.01%
300
607
$33K ﹤0.01%
670
+47
608
$33K ﹤0.01%
439
609
$32K ﹤0.01%
2,787
610
$32K ﹤0.01%
340
611
$32K ﹤0.01%
517
+122
612
$32K ﹤0.01%
403
+1
613
$31K ﹤0.01%
395
+181
614
$31K ﹤0.01%
1,190
+140
615
$31K ﹤0.01%
639
+96
616
$31K ﹤0.01%
817
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617
$31K ﹤0.01%
2,367
+198
618
$30K ﹤0.01%
2,400
619
$30K ﹤0.01%
700
620
$30K ﹤0.01%
11,146
621
$30K ﹤0.01%
127
-19
622
$30K ﹤0.01%
673
+173
623
$30K ﹤0.01%
157
624
$30K ﹤0.01%
+609
625
$30K ﹤0.01%
+350
23 24
25
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