Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
+$26.9M
2
+$17.9M
3
+$17.7M
4
COR icon
Cencora
COR
+$16.7M
5
ACH
Accendra Health
ACH
+$16.6M

Top Sells

1
+$22.9M
2
+$16.8M
3
+$16.8M
4
MCD icon
McDonald's
MCD
+$14.6M
5
PEP icon
PepsiCo
PEP
+$13.2M

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%
333
602
$6K ﹤0.01%
290
+100
603
$6K ﹤0.01%
500
604
$6K ﹤0.01%
206
+1
605
$6K ﹤0.01%
221
+9
606
$6K ﹤0.01%
108
-518
607
$6K ﹤0.01%
65
+25
608
$6K ﹤0.01%
530
609
$6K ﹤0.01%
2,217
+77
610
$6K ﹤0.01%
145
+9
611
$6K ﹤0.01%
593
-1,550
612
$5K ﹤0.01%
200
613
$5K ﹤0.01%
1,000
614
$5K ﹤0.01%
167
+13
615
$5K ﹤0.01%
+246
616
$5K ﹤0.01%
28
617
$5K ﹤0.01%
5
618
$5K ﹤0.01%
100
619
$5K ﹤0.01%
92
-25
620
$5K ﹤0.01%
144
621
$5K ﹤0.01%
112
+22
622
$5K ﹤0.01%
202
-856
623
$5K ﹤0.01%
96
-30
624
$5K ﹤0.01%
85
625
$5K ﹤0.01%
88
23 24
25
26 27