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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
$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
676
$25K ﹤0.01%
712
677
$25K ﹤0.01%
2,169
678
$24K ﹤0.01%
441
-793
679
$24K ﹤0.01%
700
680
$24K ﹤0.01%
536
+196
681
$24K ﹤0.01%
394
682
$24K ﹤0.01%
41
683
$23K ﹤0.01%
141
-17
684
$23K ﹤0.01%
449
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685
$23K ﹤0.01%
1,757
686
$23K ﹤0.01%
400
687
$23K ﹤0.01%
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688
$23K ﹤0.01%
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$22K ﹤0.01%
1,260
-90
690
$22K ﹤0.01%
772
691
$22K ﹤0.01%
38
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$21K ﹤0.01%
300
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$21K ﹤0.01%
262
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$21K ﹤0.01%
500
695
$21K ﹤0.01%
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696
$21K ﹤0.01%
220
697
$21K ﹤0.01%
419
698
$21K ﹤0.01%
443
699
$21K ﹤0.01%
320
700
$21K ﹤0.01%
277
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26 27
28
29 30