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
651
$1K ﹤0.01%
25
652
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127
+1
653
$1K ﹤0.01%
+18
654
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+134
655
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656
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44
657
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43
658
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659
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660
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7
661
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328
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662
$1K ﹤0.01%
+14
663
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72
664
$1K ﹤0.01%
+36
665
$1K ﹤0.01%
1
666
$1K ﹤0.01%
103
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667
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668
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17
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228
671
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50
672
$1K ﹤0.01%
15
-174
673
$1K ﹤0.01%
+26
674
$1K ﹤0.01%
43
675
$1K ﹤0.01%
+21
25 26
27
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