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
$1.14B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$15.7M
3
+$10.9M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$10.9M
5
SEIC icon
SEI Investments
SEIC
+$8.81M

Top Sells

1
+$10.4M
2
+$8.77M
3
+$8.46M
4
JPM icon
JPMorgan Chase
JPM
+$7.24M
5
SU icon
Suncor Energy
SU
+$6.34M

Sector Composition

1 Technology 15.28%
2 Industrials 12.48%
3 Financials 9.92%
4 Healthcare 9.88%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$103K 0.01%
3,448
277
$103K 0.01%
+2,595
278
$102K 0.01%
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282
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283
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991
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288
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289
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291
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298
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299
$78K 0.01%
6,351
+1,337
300
$78K 0.01%
689
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10 11
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