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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
1126
$4K ﹤0.01%
+201
1127
$4K ﹤0.01%
113
-10
1128
$4K ﹤0.01%
+92
1129
$4K ﹤0.01%
39
1130
$4K ﹤0.01%
27
1131
$4K ﹤0.01%
+47
1132
$4K ﹤0.01%
+66
1133
$4K ﹤0.01%
+85
1134
$4K ﹤0.01%
+82
1135
$4K ﹤0.01%
100
1136
$4K ﹤0.01%
600
1137
$4K ﹤0.01%
+140
1138
$4K ﹤0.01%
541
1139
$4K ﹤0.01%
+100
1140
$4K ﹤0.01%
+22
1141
$4K ﹤0.01%
+29
1142
$4K ﹤0.01%
300
-400
1143
$4K ﹤0.01%
300
1144
$4K ﹤0.01%
+146
1145
$4K ﹤0.01%
500
1146
$4K ﹤0.01%
82
1147
$4K ﹤0.01%
+2
1148
$4K ﹤0.01%
+57
1149
$4K ﹤0.01%
29
-1
1150
$4K ﹤0.01%
121
44 45
46
47 48