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
951
$8K ﹤0.01%
+503
952
$8K ﹤0.01%
249
953
$8K ﹤0.01%
+45
954
$8K ﹤0.01%
378
+245
955
$8K ﹤0.01%
180
956
$8K ﹤0.01%
+349
957
$8K ﹤0.01%
1,404
958
$8K ﹤0.01%
44
+26
959
$8K ﹤0.01%
200
960
$8K ﹤0.01%
40
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961
$8K ﹤0.01%
1,104
-100
962
$8K ﹤0.01%
450
963
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965
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966
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162
967
$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
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975
$7K ﹤0.01%
81
+37
37 38
39
40 41