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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
876
$10K ﹤0.01%
+362
877
$10K ﹤0.01%
+481
878
$10K ﹤0.01%
464
879
$10K ﹤0.01%
+250
880
$10K ﹤0.01%
+41
881
$10K ﹤0.01%
95
-4
882
$10K ﹤0.01%
173
+82
883
$10K ﹤0.01%
298
+56
884
$10K ﹤0.01%
60
885
$10K ﹤0.01%
769
+213
886
$10K ﹤0.01%
218
+166
887
$10K ﹤0.01%
100
888
$10K ﹤0.01%
+406
889
$10K ﹤0.01%
141
-267
890
$10K ﹤0.01%
336
+267
891
$10K ﹤0.01%
+89
892
$10K ﹤0.01%
+195
893
$10K ﹤0.01%
+635
894
$10K ﹤0.01%
+150
895
$10K ﹤0.01%
584
-91
896
$10K ﹤0.01%
+79
897
$9K ﹤0.01%
94
+62
898
$9K ﹤0.01%
123
-1
899
$9K ﹤0.01%
101
-192,358
900
$9K ﹤0.01%
+591
34 35
36
37 38