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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
$1.36B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1 +$26.6M
2 +$17M
3 +$17M
4
COR icon
Cencora
COR
+$16.9M
5
ACH
Accendra Health
ACH
+$16.7M

Top Sells

1 +$21.9M
2 +$16.9M
3 +$16.3M
4
MCD icon
McDonald's
MCD
+$15.2M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$13.5M

Sector Composition

1 Technology 12.86%
2 Healthcare 12.36%
3 Industrials 11.07%
4 Financials 9.85%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$10K ﹤0.01%
+290
552
$10K ﹤0.01%
+343
553
$10K ﹤0.01%
200
554
$10K ﹤0.01%
+841
555
$9K ﹤0.01%
464
556
$9K ﹤0.01%
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557
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558
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100
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417
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$9K ﹤0.01%
625
567
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570
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571
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200
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160
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573
$8K ﹤0.01%
42
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574
$8K ﹤0.01%
528
575
$8K ﹤0.01%
1,050