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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
1151
$4K ﹤0.01%
+114
1152
$4K ﹤0.01%
+44
1153
$4K ﹤0.01%
70
-48
1154
$4K ﹤0.01%
+239
1155
$4K ﹤0.01%
+352
1156
$4K ﹤0.01%
55
-2
1157
$4K ﹤0.01%
40
+25
1158
$4K ﹤0.01%
94
-4
1159
$4K ﹤0.01%
72
-125
1160
$3K ﹤0.01%
+102
1161
$3K ﹤0.01%
+127
1162
$3K ﹤0.01%
188
+136
1163
$3K ﹤0.01%
12
1164
$3K ﹤0.01%
300
1165
$3K ﹤0.01%
+60
1166
$3K ﹤0.01%
18
1167
$3K ﹤0.01%
27
1168
$3K ﹤0.01%
100
-154
1169
$3K ﹤0.01%
204
1170
$3K ﹤0.01%
+97
1171
$3K ﹤0.01%
150
1172
$3K ﹤0.01%
46
-31
1173
$3K ﹤0.01%
134
-5
1174
$3K ﹤0.01%
+93
1175
$3K ﹤0.01%
60
-4
45 46
47
48 49