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
$1.36B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$17M
3
+$17M
4
COR icon
Cencora
COR
+$16.9M
5
ACH
Accendra Health
ACH
+$16.7M

Top Sells

1
+$21.9M
2
+$16.9M
3
+$16.3M
4
MCD icon
McDonald's
MCD
+$15.2M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$13.5M

Sector Composition

1 Technology 12.86%
2 Healthcare 12.36%
3 Industrials 11.07%
4 Financials 9.85%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$48K ﹤0.01%
661
377
$47K ﹤0.01%
3,987
378
$47K ﹤0.01%
1,094
-74
379
$46K ﹤0.01%
1,800
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380
$46K ﹤0.01%
2,600
381
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$45K ﹤0.01%
885
383
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525
384
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786
385
$44K ﹤0.01%
855
386
$43K ﹤0.01%
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387
$42K ﹤0.01%
840
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2,000
389
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3,000
+1,500
390
$41K ﹤0.01%
2,176
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391
$41K ﹤0.01%
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392
$41K ﹤0.01%
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393
$40K ﹤0.01%
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394
$39K ﹤0.01%
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395
$39K ﹤0.01%
+1,016
396
$39K ﹤0.01%
1,600
397
$39K ﹤0.01%
630
398
$38K ﹤0.01%
725
399
$38K ﹤0.01%
922
400
$38K ﹤0.01%
996
14 15
16
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