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
2076
$9K ﹤0.01%
87
2077
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309
2078
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602
2079
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581
2080
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233
2081
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700
2082
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2083
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400
2084
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2085
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100
2086
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269
2087
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50
2088
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2089
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442
2090
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500
2091
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122
2092
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201
2093
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2094
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2095
$8K ﹤0.01%
626
2096
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178
2097
$8K ﹤0.01%
454
2098
$8K ﹤0.01%
221
2099
$8K ﹤0.01%
79
2100
$8K ﹤0.01%
66