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
826
$13K ﹤0.01%
+387
827
$13K ﹤0.01%
199
+106
828
$13K ﹤0.01%
625
829
$13K ﹤0.01%
+264
830
$13K ﹤0.01%
258
-13
831
$13K ﹤0.01%
200
832
$12K ﹤0.01%
248
833
$12K ﹤0.01%
310
834
$12K ﹤0.01%
+216
835
$12K ﹤0.01%
100
836
$12K ﹤0.01%
3
837
$12K ﹤0.01%
134
+74
838
$12K ﹤0.01%
1,695
+530
839
$12K ﹤0.01%
3,000
840
$12K ﹤0.01%
320
-57
841
$12K ﹤0.01%
+256
842
$12K ﹤0.01%
500
843
$12K ﹤0.01%
100
844
$12K ﹤0.01%
791
845
$12K ﹤0.01%
693
-69
846
$12K ﹤0.01%
+735
847
$12K ﹤0.01%
100
848
$12K ﹤0.01%
+107
849
$12K ﹤0.01%
402
+102
850
$12K ﹤0.01%
+198
32 33
34
35 36