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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
1601
$0 ﹤0.01%
14
1602
– –
0
1603
$0 ﹤0.01%
23
1604
– –
-429
1605
$0 ﹤0.01%
3
1606
– –
-649
1607
– –
-975
1608
$0 ﹤0.01%
16
1609
– –
-62
1610
$0 ﹤0.01%
11
1611
– –
-79
1612
– –
-55
1613
$0 ﹤0.01%
2
1614
$0 ﹤0.01%
33
1615
– –
-63
1616
– –
-500
1617
– –
-2
1618
$0 ﹤0.01%
10
-19,156
1619
$0 ﹤0.01%
6
1620
– –
-186
1621
$0 ﹤0.01%
12
1622
– –
-80
1623
– –
-1,972
1624
– –
-2
1625
– –
-4
61 62 63 64
65