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
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,010
New
Increased
Reduced
Closed

Top Buys

1 +$8.55M
2 +$4.26M
3 +$3.03M
4
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$2.45M
5
CARR icon
Carrier Global
CARR
+$1.12M

Top Sells

1 +$49.7M
2 +$1.25M
3 +$28K
4
PHG icon
Philips
PHG
+$24.5K
5
WKHS icon
Workhorse Group
WKHS
+$18K

Sector Composition

1 Technology 6.39%
2 Healthcare 5.04%
3 Financials 3.59%
4 Industrials 2.74%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$38K ﹤0.01%
325
1452
$38K ﹤0.01%
67
1453
$38K ﹤0.01%
979
1454
$38K ﹤0.01%
1,243
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360
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$38K ﹤0.01%
818
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1,493
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917
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1,857
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$38K ﹤0.01%
449
1461
$38K ﹤0.01%
633
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$38K ﹤0.01%
1,548
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$38K ﹤0.01%
4,408
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$38K ﹤0.01%
2,000
1465
$38K ﹤0.01%
385
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$38K ﹤0.01%
986
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$38K ﹤0.01%
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$38K ﹤0.01%
284
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903
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$37K ﹤0.01%
989
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$37K ﹤0.01%
3,620
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$37K ﹤0.01%
169
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$37K ﹤0.01%
2,934
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$37K ﹤0.01%
957
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$37K ﹤0.01%
177