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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
601
$6K ﹤0.01%
221
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602
$6K ﹤0.01%
108
-518
603
$6K ﹤0.01%
65
+25
604
$6K ﹤0.01%
530
605
$6K ﹤0.01%
2,217
+77
606
$6K ﹤0.01%
145
+9
607
$6K ﹤0.01%
116
608
$6K ﹤0.01%
+224
609
$6K ﹤0.01%
+720
610
$6K ﹤0.01%
265
611
$6K ﹤0.01%
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612
$5K ﹤0.01%
1,000
613
$5K ﹤0.01%
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$5K ﹤0.01%
28
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$5K ﹤0.01%
5
616
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100
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$5K ﹤0.01%
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$5K ﹤0.01%
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619
$5K ﹤0.01%
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202
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$5K ﹤0.01%
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-30
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$5K ﹤0.01%
85
623
$5K ﹤0.01%
176
624
$5K ﹤0.01%
200
625
$5K ﹤0.01%
89
23 24
25
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