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
$1.02B
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.31M
3
+$4.16M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.83M

Top Sells

1
+$8.89M
2
+$8.66M
3
+$8.24M
4
VOYA icon
Voya Financial
VOYA
+$7.71M
5
CMI icon
Cummins
CMI
+$6.76M

Sector Composition

1 Technology 18.43%
2 Industrials 14.83%
3 Healthcare 12.82%
4 Financials 8.92%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.18M 0.31%
58,428
+1,828
102
$2.98M 0.29%
71,487
+14,135
103
$2.96M 0.29%
80,700
+4,300
104
$2.86M 0.28%
19,215
-333
105
$2.84M 0.28%
48,813
-9,406
106
$2.8M 0.27%
35,809
+191
107
$2.77M 0.27%
102,172
+12,131
108
$2.77M 0.27%
55,971
+6,779
109
$2.76M 0.27%
98,935
-27,445
110
$2.73M 0.27%
149,558
-3,302
111
$2.68M 0.26%
70,351
+1,000
112
$2.67M 0.26%
+148,589
113
$2.66M 0.26%
134,072
-22,714
114
$2.57M 0.25%
62,092
-215
115
$2.51M 0.25%
109,421
+29,845
116
$2.4M 0.23%
18,197
-2,043
117
$2.37M 0.23%
38,336
+11,624
118
$2.33M 0.23%
38,515
+38,253
119
$2.31M 0.23%
20,487
+20,304
120
$2.31M 0.23%
52,032
+51,680
121
$2.31M 0.23%
31,000
+30,602
122
$2.31M 0.23%
61,024
+27,006
123
$2.3M 0.22%
67,371
+66,975
124
$2.24M 0.22%
52,953
+765
125
$2.24M 0.22%
57,451
-2,200
3 4
5
6 7