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
776
$15K ﹤0.01%
1,943
-100,987
777
$15K ﹤0.01%
+135
778
$15K ﹤0.01%
+127
779
$15K ﹤0.01%
62
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780
$15K ﹤0.01%
1,039
+13
781
$15K ﹤0.01%
218
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782
$15K ﹤0.01%
202
783
$15K ﹤0.01%
33
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784
$15K ﹤0.01%
111
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785
$15K ﹤0.01%
926
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786
$15K ﹤0.01%
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787
$15K ﹤0.01%
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788
$15K ﹤0.01%
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789
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790
$15K ﹤0.01%
314
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$15K ﹤0.01%
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$15K ﹤0.01%
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$15K ﹤0.01%
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794
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536
795
$15K ﹤0.01%
189
796
$15K ﹤0.01%
102
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797
$15K ﹤0.01%
342
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798
$14K ﹤0.01%
417
799
$14K ﹤0.01%
200
800
$14K ﹤0.01%
360
-342
30 31
32
33 34