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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
651
$4K ﹤0.01%
69
-21
652
$4K ﹤0.01%
+150
653
$4K ﹤0.01%
24
+3
654
$4K ﹤0.01%
27
655
$4K ﹤0.01%
188
+5
656
$4K ﹤0.01%
500
657
$4K ﹤0.01%
76
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$4K ﹤0.01%
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659
$4K ﹤0.01%
63
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661
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$4K ﹤0.01%
250
663
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$4K ﹤0.01%
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665
$4K ﹤0.01%
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666
$4K ﹤0.01%
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$4K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
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670
$3K ﹤0.01%
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$3K ﹤0.01%
150
672
$3K ﹤0.01%
28
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$3K ﹤0.01%
50
674
$3K ﹤0.01%
150
675
$3K ﹤0.01%
110
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25 26
27
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