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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$980M
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$9.44M
3
+$8.7M
4
ORCL icon
Oracle
ORCL
+$8.62M
5
FDS icon
Factset
FDS
+$8.39M

Top Sells

1
+$12.8M
2
+$11.2M
3
+$11.1M
4
AMGN icon
Amgen
AMGN
+$10.2M
5
DAL icon
Delta Air Lines
DAL
+$9.81M

Sector Composition

1 Technology 17.85%
2 Industrials 17.01%
3 Healthcare 13.26%
4 Financials 11.05%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K ﹤0.01%
+804
402
$14K ﹤0.01%
+516
403
$14K ﹤0.01%
+396
404
$14K ﹤0.01%
+400
405
$14K ﹤0.01%
+836
406
$14K ﹤0.01%
+202
407
$14K ﹤0.01%
+296
408
$14K ﹤0.01%
+200
409
$14K ﹤0.01%
+50
410
$14K ﹤0.01%
+199
411
$14K ﹤0.01%
+134
412
$13K ﹤0.01%
+265
413
$13K ﹤0.01%
+509
414
$13K ﹤0.01%
+450
415
$13K ﹤0.01%
+477
416
$13K ﹤0.01%
+680
417
$13K ﹤0.01%
+74
418
$13K ﹤0.01%
+173
419
$13K ﹤0.01%
+28
420
$13K ﹤0.01%
+400
421
$13K ﹤0.01%
+118
422
$13K ﹤0.01%
+128
423
$13K ﹤0.01%
+1,073
424
$13K ﹤0.01%
+62
425
$12K ﹤0.01%
+111
15 16
17
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