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
701
$20K ﹤0.01%
840
-1
702
$20K ﹤0.01%
+165
703
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160
+157
704
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825
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705
$20K ﹤0.01%
1,041
+608
706
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315
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707
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500
708
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260
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709
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133
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710
$20K ﹤0.01%
251
-5,920
711
$20K ﹤0.01%
287
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712
$19K ﹤0.01%
230
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$19K ﹤0.01%
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714
$19K ﹤0.01%
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$19K ﹤0.01%
321
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$19K ﹤0.01%
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$19K ﹤0.01%
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– –
0
720
$19K ﹤0.01%
136
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721
$18K ﹤0.01%
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$18K ﹤0.01%
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$18K ﹤0.01%
321
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724
$18K ﹤0.01%
321
+15
725
$18K ﹤0.01%
500
27 28
29
30 31