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
751
$17K ﹤0.01%
1,200
+780
752
$17K ﹤0.01%
210
753
$17K ﹤0.01%
282
+278
754
$17K ﹤0.01%
1,650
-5,376
755
$17K ﹤0.01%
1,140
+600
756
$17K ﹤0.01%
334
+284
757
$17K ﹤0.01%
750
758
$17K ﹤0.01%
236
-64
759
$17K ﹤0.01%
+229
760
$16K ﹤0.01%
282
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761
$16K ﹤0.01%
280
762
$16K ﹤0.01%
+407
763
$16K ﹤0.01%
808
+208
764
$16K ﹤0.01%
+196
765
$16K ﹤0.01%
581
+515
766
$16K ﹤0.01%
200
767
$16K ﹤0.01%
129
-28
768
$16K ﹤0.01%
254
-20
769
$16K ﹤0.01%
145
770
$16K ﹤0.01%
390
-1
771
$16K ﹤0.01%
251
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772
$16K ﹤0.01%
+250
773
$16K ﹤0.01%
1,060
-290
774
$16K ﹤0.01%
+303
775
$15K ﹤0.01%
1,006
29 30
31
32 33