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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
1276
$2K ﹤0.01%
25
1277
$2K ﹤0.01%
192
1278
$2K ﹤0.01%
60
1279
$2K ﹤0.01%
51
-8
1280
$2K ﹤0.01%
241
+4
1281
$2K ﹤0.01%
131
-152
1282
$2K ﹤0.01%
225
1283
$2K ﹤0.01%
+71
1284
$2K ﹤0.01%
+21
1285
$2K ﹤0.01%
+128
1286
$2K ﹤0.01%
+22
1287
$2K ﹤0.01%
+38
1288
$2K ﹤0.01%
1
1289
$2K ﹤0.01%
+54
1290
$2K ﹤0.01%
+52
1291
$2K ﹤0.01%
+155
1292
$2K ﹤0.01%
40
-120
1293
$2K ﹤0.01%
146
1294
$2K ﹤0.01%
+72
1295
$2K ﹤0.01%
48
1296
$2K ﹤0.01%
+42
1297
$2K ﹤0.01%
23
1298
$2K ﹤0.01%
+236
1299
$2K ﹤0.01%
+99
1300
$2K ﹤0.01%
82
-4
50 51
52
53 54