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
351
$45K ﹤0.01%
+1,600
352
$45K ﹤0.01%
630
353
$45K ﹤0.01%
1,245
-13,792
354
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395
355
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413
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356
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702
357
$43K ﹤0.01%
402
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827
359
$43K ﹤0.01%
725
360
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1,230
361
$43K ﹤0.01%
3,987
362
$42K ﹤0.01%
885
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$40K ﹤0.01%
1,575
-45,787
365
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630
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453
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$37K ﹤0.01%
1,415
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$36K ﹤0.01%
982
374
$36K ﹤0.01%
996
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$35K ﹤0.01%
641
-40
13 14
15
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