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
$980M
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$8.33M
3
+$8.3M
4
MSFT icon
Microsoft
MSFT
+$8.25M
5
FDS icon
Factset
FDS
+$8.2M

Top Sells

1
+$12.8M
2
+$10.4M
3
+$9.81M
4
EBAY icon
eBay
EBAY
+$9.71M
5
TEL icon
TE Connectivity
TEL
+$9.47M

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%
+37
627
$1K ﹤0.01%
+500
628
$1K ﹤0.01%
+24
629
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+8
630
$1K ﹤0.01%
+29
631
$1K ﹤0.01%
+1,280
632
$1K ﹤0.01%
+125
633
$1K ﹤0.01%
+31
634
– –
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635
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0
636
– –
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637
$0 ﹤0.01%
+150
638
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0
640
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643
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650
$0 ﹤0.01%
+70
24 25
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