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
2051
$9K ﹤0.01%
1,000
2052
$9K ﹤0.01%
80
2053
$9K ﹤0.01%
21
2054
$9K ﹤0.01%
124
2055
$9K ﹤0.01%
135
2056
$9K ﹤0.01%
138
2057
$9K ﹤0.01%
194
2058
$9K ﹤0.01%
+98
2059
$9K ﹤0.01%
1,000
2060
$9K ﹤0.01%
125
2061
$9K ﹤0.01%
168
2062
$9K ﹤0.01%
80
2063
$9K ﹤0.01%
224
2064
$9K ﹤0.01%
634
2065
$9K ﹤0.01%
93
2066
$9K ﹤0.01%
300
2067
$9K ﹤0.01%
269
2068
$9K ﹤0.01%
234
2069
$9K ﹤0.01%
330
2070
$9K ﹤0.01%
200
2071
$9K ﹤0.01%
426
2072
$9K ﹤0.01%
138
2073
$9K ﹤0.01%
187
2074
$9K ﹤0.01%
1,150
2075
$9K ﹤0.01%
334