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
1976
$11K ﹤0.01%
191
1977
$11K ﹤0.01%
209
1978
$11K ﹤0.01%
346
1979
$11K ﹤0.01%
105
1980
$11K ﹤0.01%
184
1981
$11K ﹤0.01%
296
1982
$11K ﹤0.01%
1,105
1983
$11K ﹤0.01%
297
1984
$11K ﹤0.01%
6
1985
$11K ﹤0.01%
380
1986
$11K ﹤0.01%
159
1987
$11K ﹤0.01%
62
1988
$11K ﹤0.01%
164
1989
$11K ﹤0.01%
95
1990
$11K ﹤0.01%
328
1991
$11K ﹤0.01%
140
1992
$11K ﹤0.01%
487
1993
$11K ﹤0.01%
850
1994
$11K ﹤0.01%
1,558
1995
$11K ﹤0.01%
88
1996
$11K ﹤0.01%
663
1997
$11K ﹤0.01%
300
1998
$11K ﹤0.01%
73
1999
$11K ﹤0.01%
600
2000
$11K ﹤0.01%
112
78 79
80
81 82