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
1126
$4K ﹤0.01%
29
-1
1127
$4K ﹤0.01%
121
1128
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+114
1129
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40
+25
1130
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72
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1132
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55
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1135
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70
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1136
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1137
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+70
1138
$4K ﹤0.01%
570
1139
$4K ﹤0.01%
+201
1140
$4K ﹤0.01%
113
-10
1141
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+92
1142
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39
1143
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27
1144
$4K ﹤0.01%
+47
1145
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+66
1146
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+85
1147
$4K ﹤0.01%
+82
1148
$4K ﹤0.01%
100
1149
$4K ﹤0.01%
600
1150
$4K ﹤0.01%
+140
44 45
46
47 48