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
1826
$16K ﹤0.01%
30
1827
$16K ﹤0.01%
334
1828
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4,108
1829
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300
1830
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1831
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1832
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502
1833
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775
1834
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1835
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1836
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1837
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745
1838
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1839
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1840
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1841
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2,002
1842
$15K ﹤0.01%
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1843
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1844
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1845
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1846
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569
1847
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62
1848
$15K ﹤0.01%
658
1849
$15K ﹤0.01%
+450
1850
$15K ﹤0.01%
325