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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
$1.14B
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
676
$2K ﹤0.01%
+21
677
$2K ﹤0.01%
+294
678
$2K ﹤0.01%
+104
679
$2K ﹤0.01%
50
680
$2K ﹤0.01%
+80
681
$2K ﹤0.01%
+120
682
$2K ﹤0.01%
76
683
$2K ﹤0.01%
49
684
$2K ﹤0.01%
69
-53
685
$2K ﹤0.01%
40
686
$2K ﹤0.01%
60
687
$2K ﹤0.01%
43
-2
688
$2K ﹤0.01%
55
689
$2K ﹤0.01%
80
690
$2K ﹤0.01%
205
691
$2K ﹤0.01%
500
692
$2K ﹤0.01%
38
+23
693
$2K ﹤0.01%
+110
694
$2K ﹤0.01%
+100
695
$2K ﹤0.01%
125
696
$2K ﹤0.01%
+45
697
$2K ﹤0.01%
200
698
$2K ﹤0.01%
32
699
$2K ﹤0.01%
+200
700
$2K ﹤0.01%
2,000
26 27
28
29 30