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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
1026
$6K ﹤0.01%
188
+57
1027
$6K ﹤0.01%
62
+56
1028
$6K ﹤0.01%
+55
1029
$6K ﹤0.01%
+73
1030
$6K ﹤0.01%
58
+36
1031
$6K ﹤0.01%
+274
1032
$6K ﹤0.01%
+280
1033
$6K ﹤0.01%
60
1034
$6K ﹤0.01%
+220
1035
$6K ﹤0.01%
160
1036
$6K ﹤0.01%
+310
1037
$6K ﹤0.01%
+63
1038
$6K ﹤0.01%
+202
1039
$6K ﹤0.01%
+118
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%
51
+31
1047
$5K ﹤0.01%
+78
1048
$5K ﹤0.01%
+282
1049
$5K ﹤0.01%
100
1050
$5K ﹤0.01%
+45
40 41
42
43 44