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
651
$27K ﹤0.01%
+697
652
$27K ﹤0.01%
+200
653
$26K ﹤0.01%
20
654
$26K ﹤0.01%
14
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655
$26K ﹤0.01%
626
-6
656
$26K ﹤0.01%
709
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657
$26K ﹤0.01%
1,274
658
$26K ﹤0.01%
501
-6,451
659
$26K ﹤0.01%
41
660
$26K ﹤0.01%
485
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661
$25K ﹤0.01%
+1,839
662
$25K ﹤0.01%
684
663
$25K ﹤0.01%
500
664
$24K ﹤0.01%
+1,335
665
$24K ﹤0.01%
509
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666
$24K ﹤0.01%
1,757
667
$24K ﹤0.01%
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668
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669
$24K ﹤0.01%
205
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670
$24K ﹤0.01%
220
671
$24K ﹤0.01%
2,544
-213,570
672
$23K ﹤0.01%
+3,889
673
$23K ﹤0.01%
+491
674
$23K ﹤0.01%
500
-157
675
$23K ﹤0.01%
1,500
25 26
27
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