We are live on ! Find out more
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
576
$8K ﹤0.01%
140
-53
577
$8K ﹤0.01%
+251
578
$8K ﹤0.01%
3,000
-1,000
579
$8K ﹤0.01%
100
580
$8K ﹤0.01%
100
581
$8K ﹤0.01%
199
-69
582
$8K ﹤0.01%
160
583
$7K ﹤0.01%
+100
584
$7K ﹤0.01%
67
-14
585
$7K ﹤0.01%
1,000
586
$7K ﹤0.01%
124
-8,602
587
$7K ﹤0.01%
100
588
$7K ﹤0.01%
100
-1,386
589
$7K ﹤0.01%
139
-214,606
590
$7K ﹤0.01%
268
591
$7K ﹤0.01%
153
592
$7K ﹤0.01%
500
593
$6K ﹤0.01%
44
+4
594
$6K ﹤0.01%
223
-200
595
$6K ﹤0.01%
226
+18
596
$6K ﹤0.01%
+192
597
$6K ﹤0.01%
333
598
$6K ﹤0.01%
290
+100
599
$6K ﹤0.01%
500
600
$6K ﹤0.01%
206
+1
22 23
24
25 26