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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
926
$8K ﹤0.01%
200
927
$8K ﹤0.01%
192
+106
928
$8K ﹤0.01%
355
929
$8K ﹤0.01%
+123
930
$8K ﹤0.01%
+175
931
$8K ﹤0.01%
+239
932
$8K ﹤0.01%
61
+56
933
$8K ﹤0.01%
85
+13
934
$8K ﹤0.01%
232
935
$8K ﹤0.01%
+361
936
$8K ﹤0.01%
1,081
937
$8K ﹤0.01%
+503
938
$8K ﹤0.01%
+349
939
$8K ﹤0.01%
1,404
940
$8K ﹤0.01%
44
+26
941
$8K ﹤0.01%
200
942
$8K ﹤0.01%
40
-4
943
$8K ﹤0.01%
1,104
-100
944
$8K ﹤0.01%
450
945
$8K ﹤0.01%
+231
946
$8K ﹤0.01%
+723
947
$8K ﹤0.01%
+81
948
$8K ﹤0.01%
+182
949
$8K ﹤0.01%
1,528
950
$8K ﹤0.01%
350
36 37
38
39 40