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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
1076
$5K ﹤0.01%
+96
1077
$5K ﹤0.01%
+21
1078
$5K ﹤0.01%
+110
1079
$5K ﹤0.01%
225
+182
1080
$5K ﹤0.01%
300
-1
1081
$5K ﹤0.01%
+113
1082
$5K ﹤0.01%
30
1083
$5K ﹤0.01%
52
1084
$5K ﹤0.01%
+173
1085
$5K ﹤0.01%
300
1086
$5K ﹤0.01%
+96
1087
$5K ﹤0.01%
+408
1088
$5K ﹤0.01%
180
-12
1089
$5K ﹤0.01%
45
-2
1090
$5K ﹤0.01%
+327
1091
$5K ﹤0.01%
+85
1092
$4K ﹤0.01%
27
1093
$4K ﹤0.01%
1,000
1094
$4K ﹤0.01%
200
1095
$4K ﹤0.01%
+148
1096
$4K ﹤0.01%
50
1097
$4K ﹤0.01%
+107
1098
$4K ﹤0.01%
454
+359
1099
$4K ﹤0.01%
64
-9
1100
$4K ﹤0.01%
225
+213
42 43
44
45 46