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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
$1.36B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$17M
3
+$17M
4
COR icon
Cencora
COR
+$16.9M
5
ACH
Accendra Health
ACH
+$16.7M

Top Sells

1
+$21.9M
2
+$16.9M
3
+$16.3M
4
MCD icon
McDonald's
MCD
+$15.2M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$13.5M

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
626
$5K ﹤0.01%
+332
627
$5K ﹤0.01%
+90
628
$5K ﹤0.01%
136
+13
629
$5K ﹤0.01%
423
630
$5K ﹤0.01%
47
+2
631
$5K ﹤0.01%
50
632
$5K ﹤0.01%
167
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633
$5K ﹤0.01%
100
-200
634
$5K ﹤0.01%
+130
635
$5K ﹤0.01%
174
636
$5K ﹤0.01%
85
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637
$5K ﹤0.01%
294
-1
638
$5K ﹤0.01%
60
639
$5K ﹤0.01%
201
+12
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$5K ﹤0.01%
200
641
$5K ﹤0.01%
162
642
$4K ﹤0.01%
+325
643
$4K ﹤0.01%
95
-32
644
$4K ﹤0.01%
115
645
$4K ﹤0.01%
800
646
$4K ﹤0.01%
68
647
$4K ﹤0.01%
86
648
$4K ﹤0.01%
103
+1
649
$4K ﹤0.01%
30
650
$4K ﹤0.01%
193
-62
24 25
26
27 28