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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
576
$6K ﹤0.01%
+117
577
$6K ﹤0.01%
69
-1,258
578
$6K ﹤0.01%
+333
579
$6K ﹤0.01%
1,000
580
$6K ﹤0.01%
500
581
$6K ﹤0.01%
+265
582
$6K ﹤0.01%
112
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583
$6K ﹤0.01%
2,140
+158
584
$6K ﹤0.01%
75
-1,529
585
$6K ﹤0.01%
+50
586
$6K ﹤0.01%
500
587
$5K ﹤0.01%
+335
588
$5K ﹤0.01%
122
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589
$5K ﹤0.01%
+127
590
$5K ﹤0.01%
+190
591
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$5K ﹤0.01%
119
593
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89
594
$5K ﹤0.01%
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595
$5K ﹤0.01%
123
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596
$5K ﹤0.01%
+212
597
$5K ﹤0.01%
45
-319
598
$5K ﹤0.01%
85
599
$5K ﹤0.01%
174
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600
$5K ﹤0.01%
100
22 23
24
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