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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
+$41.5M
2
+$30.7M
3
+$26.1M
4
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$25.5M
5
CSCO icon
Cisco
CSCO
+$24.9M

Top Sells

1
+$37.6M
2
+$31M
3
+$25.7M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$17.6M
5
IBM icon
IBM
IBM
+$17.1M

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
701
$20K ﹤0.01%
840
-1
702
$20K ﹤0.01%
+165
703
$20K ﹤0.01%
160
+157
704
$20K ﹤0.01%
825
-190
705
$20K ﹤0.01%
1,041
+608
706
$20K ﹤0.01%
315
-30
707
$20K ﹤0.01%
260
+250
708
$20K ﹤0.01%
133
+41
709
$20K ﹤0.01%
251
-5,920
710
$20K ﹤0.01%
287
+205
711
$20K ﹤0.01%
500
712
$19K ﹤0.01%
230
-11
713
$19K ﹤0.01%
977
-99
714
$19K ﹤0.01%
+334
715
$19K ﹤0.01%
321
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716
$19K ﹤0.01%
+552
717
$19K ﹤0.01%
653
+173
718
$19K ﹤0.01%
304
-175
719
– –
0
720
$19K ﹤0.01%
136
+93
721
$18K ﹤0.01%
+414
722
$18K ﹤0.01%
+827
723
$18K ﹤0.01%
+621
724
$18K ﹤0.01%
321
+151
725
$18K ﹤0.01%
321
+15
27 28
29
30 31