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
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
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280
811
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124
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812
$14K ﹤0.01%
123
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813
$14K ﹤0.01%
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372
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815
$14K ﹤0.01%
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816
$14K ﹤0.01%
130
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817
$13K ﹤0.01%
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819
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520
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$13K ﹤0.01%
343
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$13K ﹤0.01%
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$13K ﹤0.01%
256
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824
$13K ﹤0.01%
40
-38
825
$13K ﹤0.01%
255
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31 32
33
34 35