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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
$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
401
$29K ﹤0.01%
2,400
402
$29K ﹤0.01%
249
-17
403
$29K ﹤0.01%
822
+280
404
$28K ﹤0.01%
804
+632
405
$28K ﹤0.01%
+100
406
$28K ﹤0.01%
+482
407
$28K ﹤0.01%
1,583
-38,566
408
$27K ﹤0.01%
1,058
-25,088
409
$27K ﹤0.01%
1,064
+672
410
$27K ﹤0.01%
559
-1
411
$27K ﹤0.01%
1,200
412
$27K ﹤0.01%
+1,100
413
$26K ﹤0.01%
280
414
$26K ﹤0.01%
256
-6
415
$26K ﹤0.01%
+366
416
$26K ﹤0.01%
571
417
$26K ﹤0.01%
700
-20
418
$26K ﹤0.01%
512
-8
419
$24K ﹤0.01%
400
-149
420
$24K ﹤0.01%
+333
421
$23K ﹤0.01%
400
422
$23K ﹤0.01%
227
423
$23K ﹤0.01%
812
-1,308
424
$23K ﹤0.01%
882
-133,190
425
$23K ﹤0.01%
550
15 16
17
18 19