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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
1176
$3K ﹤0.01%
+49
1177
$3K ﹤0.01%
100
-3
1178
$3K ﹤0.01%
204
1179
$3K ﹤0.01%
+167
1180
$3K ﹤0.01%
88
+78
1181
$3K ﹤0.01%
95
1182
$3K ﹤0.01%
+135
1183
$3K ﹤0.01%
30
1184
$3K ﹤0.01%
51
+1
1185
$3K ﹤0.01%
289
1186
$3K ﹤0.01%
+36
1187
$3K ﹤0.01%
+20
1188
$3K ﹤0.01%
+293
1189
$3K ﹤0.01%
+396
1190
$3K ﹤0.01%
56
-3
1191
$3K ﹤0.01%
100
1192
$3K ﹤0.01%
39
1193
$3K ﹤0.01%
100
-533
1194
$3K ﹤0.01%
+121
1195
$3K ﹤0.01%
300
1196
$3K ﹤0.01%
70
1197
$3K ﹤0.01%
+50
1198
$3K ﹤0.01%
126
1199
$3K ﹤0.01%
12
1200
$3K ﹤0.01%
110
-2,404
46 47
48
49 50