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
$1.14B
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
601
$5K ﹤0.01%
+295
602
$5K ﹤0.01%
+189
603
$5K ﹤0.01%
136
-10
604
$5K ﹤0.01%
200
605
$5K ﹤0.01%
41
606
$5K ﹤0.01%
85
607
$5K ﹤0.01%
+90
608
$5K ﹤0.01%
28
+23
609
$5K ﹤0.01%
5
610
$5K ﹤0.01%
+40
611
$4K ﹤0.01%
86
612
$4K ﹤0.01%
116
-172
613
$4K ﹤0.01%
+114
614
$4K ﹤0.01%
102
+1
615
$4K ﹤0.01%
200
616
$4K ﹤0.01%
+205
617
$4K ﹤0.01%
423
618
$4K ﹤0.01%
150
619
$4K ﹤0.01%
212
+5
620
$4K ﹤0.01%
30
621
$4K ﹤0.01%
34
622
$4K ﹤0.01%
44
623
$4K ﹤0.01%
100
-58
624
$4K ﹤0.01%
134
625
$4K ﹤0.01%
162
23 24
25
26 27