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
1026
$6K ﹤0.01%
+248
1027
$6K ﹤0.01%
367
-4,244
1028
$6K ﹤0.01%
+110
1029
$6K ﹤0.01%
32
+29
1030
$6K ﹤0.01%
300
1031
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188
+57
1032
$6K ﹤0.01%
62
+56
1033
$6K ﹤0.01%
+55
1034
$6K ﹤0.01%
+73
1035
$6K ﹤0.01%
58
+36
1036
$6K ﹤0.01%
+274
1037
$6K ﹤0.01%
+280
1038
$6K ﹤0.01%
60
1039
$6K ﹤0.01%
+220
1040
$5K ﹤0.01%
55
+22
1041
$5K ﹤0.01%
116
1042
$5K ﹤0.01%
+38
1043
$5K ﹤0.01%
44
+21
1044
$5K ﹤0.01%
501
1045
$5K ﹤0.01%
79
+62
1046
$5K ﹤0.01%
30
1047
$5K ﹤0.01%
51
+31
1048
$5K ﹤0.01%
+78
1049
$5K ﹤0.01%
+282
1050
$5K ﹤0.01%
100
40 41
42
43 44