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
$2.51B
AUM Growth
+$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,658
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$32M
3
+$31.5M
4
CAH icon
Cardinal Health
CAH
+$25.8M
5
ADM icon
Archer Daniels Midland
ADM
+$25.7M

Top Sells

1
+$38.9M
2
+$27.9M
3
+$24.5M
4
TROW icon
T. Rowe Price
TROW
+$22.9M
5
IVZ icon
Invesco
IVZ
+$22.1M

Sector Composition

1 Energy 7.44%
2 Healthcare 6.67%
3 Technology 6.35%
4 Consumer Discretionary 5.95%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$118K ﹤0.01%
2,819
-12
427
$117K ﹤0.01%
7,781
-1,192
428
$116K ﹤0.01%
5,000
-907
429
$116K ﹤0.01%
2,844
+28
430
$115K ﹤0.01%
19,880
+640
431
$110K ﹤0.01%
4,325
+3,500
432
$105K ﹤0.01%
3,032
+40
433
$104K ﹤0.01%
546
434
$102K ﹤0.01%
1,514
-289
435
$101K ﹤0.01%
528
436
$101K ﹤0.01%
729
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437
$100K ﹤0.01%
1,376
-209
438
$100K ﹤0.01%
3,000
439
$100K ﹤0.01%
+2,394
440
$99K ﹤0.01%
3,000
441
$99K ﹤0.01%
4,142
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$98K ﹤0.01%
2,500
443
$97K ﹤0.01%
5,512
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444
$96K ﹤0.01%
1,803
445
$96K ﹤0.01%
1,309
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446
$96K ﹤0.01%
3,125
447
$96K ﹤0.01%
3,468
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448
$96K ﹤0.01%
740
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449
$96K ﹤0.01%
1,704
+304
450
$95K ﹤0.01%
3,526
16 17
18
19 20