Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
1251
$2K ﹤0.01%
+236
1252
$2K ﹤0.01%
+99
1253
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82
-4
1254
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192
1255
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30
+15
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+21
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75
1258
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41
1259
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1260
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+80
1261
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90
1262
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50
1263
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+35
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26
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+26
1266
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80
1267
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+45
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23
+11
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+51
1270
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121
-3,047
1271
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+66
1272
$2K ﹤0.01%
200
1273
$2K ﹤0.01%
+63
1274
$2K ﹤0.01%
6
1275
$2K ﹤0.01%
34
49 50
51
52 53