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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
1401
$1K ﹤0.01%
32
1402
$1K ﹤0.01%
72
+8
1403
$1K ﹤0.01%
39
1404
$1K ﹤0.01%
15
1405
$1K ﹤0.01%
33
1406
$1K ﹤0.01%
48
1407
$1K ﹤0.01%
+21
1408
$1K ﹤0.01%
+56
1409
$1K ﹤0.01%
8
1410
$1K ﹤0.01%
+20
1411
$1K ﹤0.01%
24
1412
$1K ﹤0.01%
+18
1413
$1K ﹤0.01%
26
1414
$1K ﹤0.01%
62
-1,000
1415
$1K ﹤0.01%
37
1416
$1K ﹤0.01%
5
1417
$1K ﹤0.01%
17
1418
$1K ﹤0.01%
+5
1419
$1K ﹤0.01%
14
1420
$1K ﹤0.01%
26
1421
$1K ﹤0.01%
13
1422
$1K ﹤0.01%
14
1423
$1K ﹤0.01%
10
1424
$1K ﹤0.01%
16
1425
$1K ﹤0.01%
+26
55 56
57
58 59