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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
451
$9K ﹤0.01%
+100
452
$9K ﹤0.01%
+83
453
$9K ﹤0.01%
+700
454
$9K ﹤0.01%
+282
455
$9K ﹤0.01%
+168
456
$9K ﹤0.01%
+335
457
$9K ﹤0.01%
+150
458
$9K ﹤0.01%
+300
459
$9K ﹤0.01%
+300
460
$8K ﹤0.01%
+505
461
$8K ﹤0.01%
672
-20,060
462
$8K ﹤0.01%
+41
463
$8K ﹤0.01%
+42
464
$8K ﹤0.01%
+120
465
$8K ﹤0.01%
+150
466
$8K ﹤0.01%
+150
467
$8K ﹤0.01%
+890
468
$8K ﹤0.01%
+368
469
$8K ﹤0.01%
+300
470
$8K ﹤0.01%
+132
471
$8K ﹤0.01%
+1,866
472
$8K ﹤0.01%
+189
473
$7K ﹤0.01%
+160
474
$7K ﹤0.01%
+417
475
$7K ﹤0.01%
+100
17 18
19
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