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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
$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
601
$1K ﹤0.01%
+55
602
$1K ﹤0.01%
+23
603
$1K ﹤0.01%
+47
604
$1K ﹤0.01%
+5
605
$1K ﹤0.01%
+25
606
$1K ﹤0.01%
+29
607
$1K ﹤0.01%
+25
608
$1K ﹤0.01%
+126
609
$1K ﹤0.01%
+12
610
$1K ﹤0.01%
+44
611
$1K ﹤0.01%
+43
612
$1K ﹤0.01%
+100
613
$1K ﹤0.01%
+22
614
$1K ﹤0.01%
+36
615
$1K ﹤0.01%
+37
616
$1K ﹤0.01%
+500
617
$1K ﹤0.01%
+24
618
$1K ﹤0.01%
+8
619
$1K ﹤0.01%
+29
620
$1K ﹤0.01%
+1,280
621
$1K ﹤0.01%
+125
622
$1K ﹤0.01%
+64
623
$1K ﹤0.01%
+18
624
$1K ﹤0.01%
+7
625
$1K ﹤0.01%
+321
23 24
25
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