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
$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
551
$3K ﹤0.01%
+144
552
$3K ﹤0.01%
+105
553
$3K ﹤0.01%
+200
554
$3K ﹤0.01%
+96
555
$3K ﹤0.01%
+21
556
$3K ﹤0.01%
+27
557
$3K ﹤0.01%
+202
558
$3K ﹤0.01%
+500
559
$3K ﹤0.01%
+34
560
$3K ﹤0.01%
+44
561
$3K ﹤0.01%
+450
562
$3K ﹤0.01%
+275
563
$2K ﹤0.01%
+43
564
$2K ﹤0.01%
+31
565
$2K ﹤0.01%
+2,000
566
$2K ﹤0.01%
+250
567
$2K ﹤0.01%
+88
568
$2K ﹤0.01%
+49
569
$2K ﹤0.01%
+40
570
$2K ﹤0.01%
+64
571
$2K ﹤0.01%
+71
572
$2K ﹤0.01%
+48
573
$2K ﹤0.01%
+500
574
$2K ﹤0.01%
+250
575
$2K ﹤0.01%
+44
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