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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
651
– –
0
652
$0 ﹤0.01%
+1
653
$0 ﹤0.01%
+45
654
– –
-475,840
655
$0 ﹤0.01%
+8
656
$0 ﹤0.01%
+1
657
$0 ﹤0.01%
+102
658
– –
-1,576
659
$0 ﹤0.01%
+1
660
$0 ﹤0.01%
+106
661
– –
0
662
$0 ﹤0.01%
+2
663
$0 ﹤0.01%
+7
664
$0 ﹤0.01%
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$0 ﹤0.01%
+100
666
$0 ﹤0.01%
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$0 ﹤0.01%
+49
668
$0 ﹤0.01%
+57
669
$0 ﹤0.01%
+3
670
$0 ﹤0.01%
+6
671
$0 ﹤0.01%
+12
672
– –
0
673
$0 ﹤0.01%
+111
674
$0 ﹤0.01%
+28
675
$0 ﹤0.01%
+72
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