We are live on ! Find out more
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
1451
– –
-689
1452
– –
-30
1453
$0 ﹤0.01%
4
1454
$0 ﹤0.01%
10
1455
– –
-166
1456
$0 ﹤0.01%
9
1457
$0 ﹤0.01%
6
1458
$0 ﹤0.01%
17
1459
$0 ﹤0.01%
8
-39
1460
$0 ﹤0.01%
6
1461
$0 ﹤0.01%
39
1462
$0 ﹤0.01%
18
1463
– –
-500
1464
– –
0
1465
$0 ﹤0.01%
33
1466
$0 ﹤0.01%
8
-48
1467
$0 ﹤0.01%
4
+1
1468
– –
-4,797
1469
$0 ﹤0.01%
14
1470
– –
-376
1471
– –
-2,000
1472
– –
-894
1473
$0 ﹤0.01%
122
1474
$0 ﹤0.01%
9
1475
$0 ﹤0.01%
11
57 58
59
60 61