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
1626
$25K ﹤0.01%
517
1627
$25K ﹤0.01%
254
1628
$25K ﹤0.01%
909
1629
$25K ﹤0.01%
1,143
1630
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1,098
1631
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495
1632
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1,096
1633
$25K ﹤0.01%
258
1634
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579
1635
$25K ﹤0.01%
1,517
1636
$25K ﹤0.01%
661
1637
$24K ﹤0.01%
263
1638
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120
1639
$24K ﹤0.01%
750
1640
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904
1641
$24K ﹤0.01%
159
1642
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906
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525
1645
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243
1646
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381
1647
$24K ﹤0.01%
1,399
1648
$24K ﹤0.01%
113
1649
$24K ﹤0.01%
784
1650
$24K ﹤0.01%
815