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
876
$10K ﹤0.01%
+362
877
$10K ﹤0.01%
+481
878
$10K ﹤0.01%
464
879
$10K ﹤0.01%
+250
880
$10K ﹤0.01%
+287
881
$10K ﹤0.01%
95
-4
882
$10K ﹤0.01%
173
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883
$10K ﹤0.01%
298
+56
884
$10K ﹤0.01%
60
885
$10K ﹤0.01%
769
+213
886
$10K ﹤0.01%
218
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887
$10K ﹤0.01%
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888
$10K ﹤0.01%
100
889
$10K ﹤0.01%
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890
$10K ﹤0.01%
141
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891
$10K ﹤0.01%
336
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$10K ﹤0.01%
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894
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584
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895
$10K ﹤0.01%
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$10K ﹤0.01%
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897
$9K ﹤0.01%
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898
$9K ﹤0.01%
123
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899
$9K ﹤0.01%
101
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900
$9K ﹤0.01%
+591
34 35
36
37 38