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
$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
651
$3K ﹤0.01%
150
652
$3K ﹤0.01%
123
+19
653
$3K ﹤0.01%
25
-1,884
654
$3K ﹤0.01%
105
655
$3K ﹤0.01%
200
656
$3K ﹤0.01%
11
657
$3K ﹤0.01%
90
-19
658
$3K ﹤0.01%
+87
659
$3K ﹤0.01%
50
-500
660
$3K ﹤0.01%
+113
661
$3K ﹤0.01%
80
-209
662
$3K ﹤0.01%
+650
663
$3K ﹤0.01%
82
664
$3K ﹤0.01%
400
665
$3K ﹤0.01%
100
+74
666
$3K ﹤0.01%
72
667
$3K ﹤0.01%
60
668
$3K ﹤0.01%
+500
669
$3K ﹤0.01%
30
670
$2K ﹤0.01%
+100
671
$2K ﹤0.01%
125
672
$2K ﹤0.01%
55
673
$2K ﹤0.01%
80
674
$2K ﹤0.01%
205
675
$2K ﹤0.01%
500
25 26
27
28 29