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
$2.51B
AUM Growth
+$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,658
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$32M
3
+$31.5M
4
CAH icon
Cardinal Health
CAH
+$25.8M
5
ADM icon
Archer Daniels Midland
ADM
+$25.7M

Top Sells

1
+$38.9M
2
+$27.9M
3
+$24.5M
4
TROW icon
T. Rowe Price
TROW
+$22.9M
5
IVZ icon
Invesco
IVZ
+$22.1M

Sector Composition

1 Energy 7.44%
2 Healthcare 6.67%
3 Technology 6.35%
4 Consumer Discretionary 5.95%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$38K ﹤0.01%
450
602
$38K ﹤0.01%
448
-101
603
$38K ﹤0.01%
637
+24
604
$38K ﹤0.01%
990
+7
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$37K ﹤0.01%
10,000
606
$37K ﹤0.01%
264
607
$36K ﹤0.01%
3,222
-698
608
$36K ﹤0.01%
491
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609
$36K ﹤0.01%
407
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610
$36K ﹤0.01%
433
+243
611
$35K ﹤0.01%
164
612
$35K ﹤0.01%
1,322
613
$34K ﹤0.01%
1,600
614
$34K ﹤0.01%
563
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615
$34K ﹤0.01%
+684
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$34K ﹤0.01%
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$34K ﹤0.01%
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300
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$34K ﹤0.01%
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620
$34K ﹤0.01%
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$33K ﹤0.01%
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$33K ﹤0.01%
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623
$33K ﹤0.01%
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$33K ﹤0.01%
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625
$33K ﹤0.01%
1,047
-40,083
23 24
25
26 27