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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
476
$7K ﹤0.01%
+82
477
$7K ﹤0.01%
+112
478
$7K ﹤0.01%
+460
479
$7K ﹤0.01%
555
-12,644
480
$7K ﹤0.01%
+141
481
$7K ﹤0.01%
+320
482
$7K ﹤0.01%
+64
483
$6K ﹤0.01%
+118
484
$6K ﹤0.01%
+100
485
$6K ﹤0.01%
+191
486
$6K ﹤0.01%
+850
487
$6K ﹤0.01%
+300
488
$6K ﹤0.01%
+100
489
$6K ﹤0.01%
+41
490
$6K ﹤0.01%
+96
491
$6K ﹤0.01%
+200
492
$5K ﹤0.01%
+153
493
$5K ﹤0.01%
+1,000
494
$5K ﹤0.01%
+206
495
$5K ﹤0.01%
+172
496
$5K ﹤0.01%
+62
497
$5K ﹤0.01%
+1,000
498
$5K ﹤0.01%
+49
499
$5K ﹤0.01%
+100
500
$5K ﹤0.01%
+300
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