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
1551
$31K ﹤0.01%
194
1552
$31K ﹤0.01%
920
-16
1553
$31K ﹤0.01%
940
1554
$30K ﹤0.01%
1,660
1555
$30K ﹤0.01%
990
1556
$30K ﹤0.01%
1,785
1557
$30K ﹤0.01%
200
1558
$30K ﹤0.01%
454
1559
$30K ﹤0.01%
1,097
1560
$30K ﹤0.01%
633
1561
$30K ﹤0.01%
1,550
1562
$30K ﹤0.01%
745
1563
$30K ﹤0.01%
1,220
1564
$30K ﹤0.01%
1,561
1565
$30K ﹤0.01%
1,236
1566
$30K ﹤0.01%
361
1567
$29K ﹤0.01%
916
1568
$29K ﹤0.01%
766
1569
$29K ﹤0.01%
3,291
1570
$29K ﹤0.01%
220
1571
$29K ﹤0.01%
344
1572
$29K ﹤0.01%
190
1573
$29K ﹤0.01%
11,000
1574
$29K ﹤0.01%
1,995
1575
$28K ﹤0.01%
87