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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
626
$1K ﹤0.01%
27
-13
627
$1K ﹤0.01%
+24
628
$1K ﹤0.01%
+5
629
$1K ﹤0.01%
+25
630
$1K ﹤0.01%
132
-13
631
$1K ﹤0.01%
+61
632
$1K ﹤0.01%
5
633
$1K ﹤0.01%
25
634
$1K ﹤0.01%
+31
635
$1K ﹤0.01%
64
636
$1K ﹤0.01%
18
637
$1K ﹤0.01%
335
+233
638
$1K ﹤0.01%
+33
639
$1K ﹤0.01%
25
640
$1K ﹤0.01%
+134
641
$1K ﹤0.01%
+18
642
$1K ﹤0.01%
44
643
$1K ﹤0.01%
43
644
$1K ﹤0.01%
+34
645
$1K ﹤0.01%
+13
646
$1K ﹤0.01%
7
647
$1K ﹤0.01%
+14
648
$1K ﹤0.01%
72
649
$1K ﹤0.01%
23
650
$1K ﹤0.01%
+36