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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
826
$13K ﹤0.01%
266
-36
827
$13K ﹤0.01%
256
-2
828
$13K ﹤0.01%
40
-38
829
$13K ﹤0.01%
255
+235
830
$13K ﹤0.01%
+264
831
$13K ﹤0.01%
258
-13
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%
500
839
$12K ﹤0.01%
100
840
$12K ﹤0.01%
791
841
$12K ﹤0.01%
+735
842
$12K ﹤0.01%
440
-127
843
$12K ﹤0.01%
240
-96
844
$12K ﹤0.01%
1,695
+530
845
$12K ﹤0.01%
3,000
846
$12K ﹤0.01%
320
-57
847
$12K ﹤0.01%
+256
848
$12K ﹤0.01%
693
-69
849
$12K ﹤0.01%
100
850
$12K ﹤0.01%
+107
32 33
34
35 36