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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
501
$12K ﹤0.01%
+500
502
$12K ﹤0.01%
302
503
$12K ﹤0.01%
1,086
504
$11K ﹤0.01%
300
-10
505
$11K ﹤0.01%
423
-7,794
506
$11K ﹤0.01%
100
507
$11K ﹤0.01%
849
-420,421
508
$11K ﹤0.01%
268
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509
$11K ﹤0.01%
300
510
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227
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511
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679
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512
$11K ﹤0.01%
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+250
514
$11K ﹤0.01%
+378
515
$11K ﹤0.01%
1,050
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516
$11K ﹤0.01%
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517
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556
518
$11K ﹤0.01%
202
519
$11K ﹤0.01%
+4,000
520
$11K ﹤0.01%
+494
521
$11K ﹤0.01%
107
522
$10K ﹤0.01%
100
523
$10K ﹤0.01%
+1,050
524
$10K ﹤0.01%
625
+350
525
$10K ﹤0.01%
193
-55,778
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