Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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 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
651
$1K ﹤0.01%
23
652
$1K ﹤0.01%
+36
653
$1K ﹤0.01%
1
654
$1K ﹤0.01%
103
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655
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60
656
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47
657
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17
+14
658
$1K ﹤0.01%
228
659
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50
660
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15
-174
661
$1K ﹤0.01%
+26
662
$1K ﹤0.01%
43
663
$1K ﹤0.01%
+21
664
$1K ﹤0.01%
2,000
665
$1K ﹤0.01%
+12
666
$1K ﹤0.01%
37
667
$1K ﹤0.01%
500
668
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250
669
$1K ﹤0.01%
+24
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$1K ﹤0.01%
500
671
$1K ﹤0.01%
+61
672
$1K ﹤0.01%
55
673
$1K ﹤0.01%
45
674
$1K ﹤0.01%
+29
675
$1K ﹤0.01%
+57
25 26
27
28 29