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
+$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
1326
$1K ﹤0.01%
19
1327
$1K ﹤0.01%
31
1328
$1K ﹤0.01%
44
1329
$1K ﹤0.01%
32
1330
$1K ﹤0.01%
15
1331
$1K ﹤0.01%
32
1332
$1K ﹤0.01%
+5
1333
$1K ﹤0.01%
27
1334
$1K ﹤0.01%
15
1335
$1K ﹤0.01%
26
1336
$1K ﹤0.01%
15
1337
$1K ﹤0.01%
16
1338
$1K ﹤0.01%
22
1339
$1K ﹤0.01%
+11
1340
$1K ﹤0.01%
16
1341
$1K ﹤0.01%
29
1342
$1K ﹤0.01%
58
1343
$1K ﹤0.01%
+24
1344
$1K ﹤0.01%
42
1345
$1K ﹤0.01%
17
1346
$1K ﹤0.01%
37
1347
$1K ﹤0.01%
5
1348
$1K ﹤0.01%
17
1349
$1K ﹤0.01%
+5
1350
$1K ﹤0.01%
14
52 53
54
55 56