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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
1301
$2K ﹤0.01%
192
1302
$2K ﹤0.01%
30
+15
1303
$2K ﹤0.01%
+21
1304
$2K ﹤0.01%
23
+11
1305
$2K ﹤0.01%
+51
1306
$2K ﹤0.01%
121
-3,047
1307
$2K ﹤0.01%
+75
1308
$2K ﹤0.01%
100
1309
$2K ﹤0.01%
58
1310
$2K ﹤0.01%
12
+11
1311
$2K ﹤0.01%
46
-2
1312
$2K ﹤0.01%
86
1313
$1K ﹤0.01%
19
1314
$1K ﹤0.01%
31
1315
$1K ﹤0.01%
44
1316
$1K ﹤0.01%
32
1317
$1K ﹤0.01%
25
-13
1318
$1K ﹤0.01%
5
-4
1319
$1K ﹤0.01%
+32
1320
$1K ﹤0.01%
5
1321
$1K ﹤0.01%
56
1322
$1K ﹤0.01%
500
1323
$1K ﹤0.01%
14
1324
$1K ﹤0.01%
31
1325
$1K ﹤0.01%
30
51 52
53
54 55