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
626
$33K ﹤0.01%
2,210
+34
627
$33K ﹤0.01%
1,350
628
$32K ﹤0.01%
1,000
-1,000
629
$32K ﹤0.01%
199
+58
630
$32K ﹤0.01%
505
+1
631
$32K ﹤0.01%
1,011
632
$32K ﹤0.01%
600
+64
633
$32K ﹤0.01%
800
-5,000
634
$32K ﹤0.01%
862
+422
635
$32K ﹤0.01%
+1,665
636
$31K ﹤0.01%
114
+44
637
$31K ﹤0.01%
835
638
$31K ﹤0.01%
1,665
639
$31K ﹤0.01%
2,401
-669
640
$31K ﹤0.01%
758
641
$31K ﹤0.01%
500
642
$30K ﹤0.01%
325
-10
643
$30K ﹤0.01%
1,704
+1,537
644
$30K ﹤0.01%
1,060
645
$30K ﹤0.01%
1,175
-8,580
646
$30K ﹤0.01%
534
-37
647
$29K ﹤0.01%
+1,495
648
$29K ﹤0.01%
350
649
$29K ﹤0.01%
219
650
$28K ﹤0.01%
450
24 25
26
27 28