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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
$1.14B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$15.7M
3
+$10.9M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$10.9M
5
SEIC icon
SEI Investments
SEIC
+$8.81M

Top Sells

1
+$10.4M
2
+$8.77M
3
+$8.46M
4
JPM icon
JPMorgan Chase
JPM
+$7.24M
5
SU icon
Suncor Energy
SU
+$6.34M

Sector Composition

1 Technology 15.28%
2 Industrials 12.48%
3 Financials 9.92%
4 Healthcare 9.88%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4K ﹤0.01%
76
-30
627
$4K ﹤0.01%
116
628
$4K ﹤0.01%
154
+27
629
$4K ﹤0.01%
63
+1
630
$4K ﹤0.01%
102
+4
631
$4K ﹤0.01%
144
632
$4K ﹤0.01%
+208
633
$4K ﹤0.01%
115
634
$4K ﹤0.01%
68
635
$4K ﹤0.01%
106
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636
$4K ﹤0.01%
57
-143
637
$4K ﹤0.01%
900
638
$4K ﹤0.01%
+400
639
$4K ﹤0.01%
800
640
$3K ﹤0.01%
167
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641
$3K ﹤0.01%
+33
642
$3K ﹤0.01%
+42
643
$3K ﹤0.01%
+37
644
$3K ﹤0.01%
250
645
$3K ﹤0.01%
123
+19
646
$3K ﹤0.01%
25
-1,884
647
$3K ﹤0.01%
105
648
$3K ﹤0.01%
200
649
$3K ﹤0.01%
11
650
$3K ﹤0.01%
90
-19
24 25
26
27 28