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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
726
$18K ﹤0.01%
500
727
$18K ﹤0.01%
282
728
$18K ﹤0.01%
200
729
$18K ﹤0.01%
3,960
-80
730
$18K ﹤0.01%
386
731
$18K ﹤0.01%
200
-1
732
$18K ﹤0.01%
255
733
$18K ﹤0.01%
434
+65
734
$18K ﹤0.01%
1,000
735
$18K ﹤0.01%
639
+139
736
$18K ﹤0.01%
+586
737
$18K ﹤0.01%
+886
738
$17K ﹤0.01%
206
-627
739
$17K ﹤0.01%
579
740
$17K ﹤0.01%
155
+65
741
$17K ﹤0.01%
303
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742
$17K ﹤0.01%
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743
$17K ﹤0.01%
516
+298
744
$17K ﹤0.01%
917
+813
745
$17K ﹤0.01%
266
-42,047
746
$17K ﹤0.01%
218
747
$17K ﹤0.01%
+439
748
$17K ﹤0.01%
+119
749
$17K ﹤0.01%
95
750
$17K ﹤0.01%
+313
28 29
30
31 32