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
676
$23K ﹤0.01%
475
-123
677
$23K ﹤0.01%
+956
678
$23K ﹤0.01%
400
679
$23K ﹤0.01%
443
680
$23K ﹤0.01%
592
681
$23K ﹤0.01%
322
+219
682
$22K ﹤0.01%
+258
683
$22K ﹤0.01%
70
+1
684
$22K ﹤0.01%
1,912
+1,688
685
$22K ﹤0.01%
341
+76
686
$21K ﹤0.01%
301
+111
687
$21K ﹤0.01%
620
+415
688
$21K ﹤0.01%
300
689
$21K ﹤0.01%
390
+233
690
$21K ﹤0.01%
538
+232
691
$21K ﹤0.01%
220
692
$21K ﹤0.01%
1,025
+258
693
$21K ﹤0.01%
220
694
$21K ﹤0.01%
311
+101
695
$21K ﹤0.01%
419
696
$21K ﹤0.01%
758
697
$21K ﹤0.01%
912
698
$21K ﹤0.01%
1,228
+228
699
$21K ﹤0.01%
185
700
$21K ﹤0.01%
151
+70
26 27
28
29 30