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
1101
$4K ﹤0.01%
+2
1102
$4K ﹤0.01%
+84
1103
$4K ﹤0.01%
+57
1104
$4K ﹤0.01%
60
1105
$4K ﹤0.01%
+46
1106
$4K ﹤0.01%
+119
1107
$4K ﹤0.01%
164
1108
$4K ﹤0.01%
+168
1109
$4K ﹤0.01%
35
+4
1110
$4K ﹤0.01%
220
1111
$4K ﹤0.01%
346
-453
1112
$4K ﹤0.01%
+200
1113
$4K ﹤0.01%
76
-10
1114
$4K ﹤0.01%
170
-30
1115
$4K ﹤0.01%
+148
1116
$4K ﹤0.01%
150
1117
$4K ﹤0.01%
62
1118
$4K ﹤0.01%
86
1119
$4K ﹤0.01%
+86
1120
$4K ﹤0.01%
+68
1121
$4K ﹤0.01%
193
1122
$4K ﹤0.01%
+47
1123
$4K ﹤0.01%
+239
1124
$4K ﹤0.01%
+352
1125
$4K ﹤0.01%
55
-2
43 44
45
46 47