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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
951
$8K ﹤0.01%
131
+113
952
$8K ﹤0.01%
666
953
$8K ﹤0.01%
+460
954
$8K ﹤0.01%
+448
955
$8K ﹤0.01%
162
956
$8K ﹤0.01%
80
957
$8K ﹤0.01%
+114
958
$8K ﹤0.01%
148
-929
959
$8K ﹤0.01%
500
960
$8K ﹤0.01%
177
+51
961
$8K ﹤0.01%
84
+45
962
$8K ﹤0.01%
65
+48
963
$8K ﹤0.01%
40
+35
964
$8K ﹤0.01%
199
-1,013
965
$8K ﹤0.01%
+1,183
966
$8K ﹤0.01%
141
+102
967
$7K ﹤0.01%
354
+178
968
$7K ﹤0.01%
116
-72
969
$7K ﹤0.01%
250
970
$7K ﹤0.01%
+84
971
$7K ﹤0.01%
111
-2
972
$7K ﹤0.01%
+394
973
$7K ﹤0.01%
78
+3
974
$7K ﹤0.01%
+205
975
$7K ﹤0.01%
+160
37 38
39
40 41