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
626
$30K ﹤0.01%
+609
627
$30K ﹤0.01%
881
+814
628
$30K ﹤0.01%
503
629
$29K ﹤0.01%
+1,575
630
$29K ﹤0.01%
450
631
$29K ﹤0.01%
+602
632
$29K ﹤0.01%
+582
633
$29K ﹤0.01%
446
634
$29K ﹤0.01%
770
+500
635
$28K ﹤0.01%
145
+125
636
$28K ﹤0.01%
300
+100
637
$28K ﹤0.01%
+238
638
$28K ﹤0.01%
773
639
$28K ﹤0.01%
342
+41
640
$28K ﹤0.01%
2,250
+1,705
641
$28K ﹤0.01%
+350
642
$27K ﹤0.01%
332
+235
643
$27K ﹤0.01%
152
+142
644
$27K ﹤0.01%
+241
645
$27K ﹤0.01%
386
+166
646
$27K ﹤0.01%
560
647
$27K ﹤0.01%
242
+20
648
$27K ﹤0.01%
775
649
$27K ﹤0.01%
1,440
650
$27K ﹤0.01%
223
24 25
26
27 28