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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
801
$14K ﹤0.01%
+751
802
$14K ﹤0.01%
134
803
$14K ﹤0.01%
+249
804
$14K ﹤0.01%
265
805
$14K ﹤0.01%
180
806
$14K ﹤0.01%
+100
807
$14K ﹤0.01%
+659
808
$14K ﹤0.01%
306
809
$14K ﹤0.01%
422
-10
810
$14K ﹤0.01%
280
811
$14K ﹤0.01%
123
+70
812
$14K ﹤0.01%
+349
813
$14K ﹤0.01%
200
814
$14K ﹤0.01%
+438
815
$14K ﹤0.01%
372
+344
816
$14K ﹤0.01%
130
+50
817
$13K ﹤0.01%
1,102
+28
818
$13K ﹤0.01%
520
+5
819
$13K ﹤0.01%
343
820
$13K ﹤0.01%
+426
821
$13K ﹤0.01%
200
822
$13K ﹤0.01%
+109
823
$13K ﹤0.01%
+387
824
$13K ﹤0.01%
199
+106
825
$13K ﹤0.01%
625
31 32
33
34 35