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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
1426
$1K ﹤0.01%
20
1427
$1K ﹤0.01%
19
1428
$1K ﹤0.01%
16
1429
$1K ﹤0.01%
22
1430
$1K ﹤0.01%
+13
1431
$1K ﹤0.01%
30
1432
$0 ﹤0.01%
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1433
$0 ﹤0.01%
2
1434
$0 ﹤0.01%
9
1435
– –
-500
1436
$0 ﹤0.01%
15
1437
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-123
1438
$0 ﹤0.01%
62
1439
– –
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1440
– –
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1441
$0 ﹤0.01%
6
1442
$0 ﹤0.01%
6
1443
$0 ﹤0.01%
+57
1444
$0 ﹤0.01%
5
1445
– –
-125
1446
– –
0
1447
– –
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1448
– –
-200
1449
$0 ﹤0.01%
17
1450
– –
-500
56 57
58
59 60