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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
626
$1K ﹤0.01%
+72
627
$1K ﹤0.01%
+23
628
$1K ﹤0.01%
+1
629
$1K ﹤0.01%
+60
630
$1K ﹤0.01%
+47
631
$1K ﹤0.01%
+228
632
$1K ﹤0.01%
+50
633
$1K ﹤0.01%
+43
634
– –
0
635
$0 ﹤0.01%
+150
636
$0 ﹤0.01%
+40
637
$0 ﹤0.01%
+70
638
$0 ﹤0.01%
+7
639
$0 ﹤0.01%
+18
640
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641
– –
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642
$0 ﹤0.01%
+24
643
– –
-5,273
644
$0 ﹤0.01%
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$0 ﹤0.01%
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$0 ﹤0.01%
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647
$0 ﹤0.01%
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648
$0 ﹤0.01%
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– –
-5,864
650
$0 ﹤0.01%
+14
24 25
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