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
$1.02B
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.31M
3
+$4.16M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.83M

Top Sells

1
+$8.89M
2
+$8.66M
3
+$8.24M
4
VOYA icon
Voya Financial
VOYA
+$7.71M
5
CMI icon
Cummins
CMI
+$6.76M

Sector Composition

1 Technology 18.43%
2 Industrials 14.83%
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
626
$1K ﹤0.01%
+42
627
$1K ﹤0.01%
+10
628
$1K ﹤0.01%
+21
629
$1K ﹤0.01%
27
-13
630
$1K ﹤0.01%
+24
631
$1K ﹤0.01%
+5
632
$1K ﹤0.01%
+25
633
$1K ﹤0.01%
132
-13
634
$1K ﹤0.01%
+24
635
$1K ﹤0.01%
500
636
$1K ﹤0.01%
+61
637
$1K ﹤0.01%
55
638
$1K ﹤0.01%
45
639
$1K ﹤0.01%
5
640
$1K ﹤0.01%
25
641
$1K ﹤0.01%
+31
642
$1K ﹤0.01%
64
643
$1K ﹤0.01%
18
644
$1K ﹤0.01%
29
645
$1K ﹤0.01%
335
+233
646
$1K ﹤0.01%
+29
647
$1K ﹤0.01%
+57
648
$1K ﹤0.01%
+26
649
$1K ﹤0.01%
+46
650
$1K ﹤0.01%
+33
24 25
26
27 28