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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
1476
$0 ﹤0.01%
9
1477
$0 ﹤0.01%
9
1478
$0 ﹤0.01%
34
1479
– –
-22
1480
$0 ﹤0.01%
56
1481
– –
-73
1482
– –
-981
1483
$0 ﹤0.01%
2
1484
$0 ﹤0.01%
34
1485
– –
-18,504
1486
– –
-9
1487
– –
-995
1488
– –
-447,367
1489
– –
-14,720
1490
– –
-400
1491
– –
-24
1492
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-89
1493
– –
-106,861
1494
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-1
1495
$0 ﹤0.01%
9
1496
– –
-12
1497
– –
-2,520
1498
$0 ﹤0.01%
9
1499
– –
-6,602
1500
$0 ﹤0.01%
5
58 59
60
61 62