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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
726
$1K ﹤0.01%
42
727
$1K ﹤0.01%
500
728
$1K ﹤0.01%
55
729
$1K ﹤0.01%
27
-34
730
$1K ﹤0.01%
5
731
$1K ﹤0.01%
25
732
$1K ﹤0.01%
64
733
$1K ﹤0.01%
18
734
$1K ﹤0.01%
29
735
$1K ﹤0.01%
+106
736
$1K ﹤0.01%
72
737
$1K ﹤0.01%
23
738
$1K ﹤0.01%
+100
739
$1K ﹤0.01%
500
740
$0 ﹤0.01%
+127
741
– –
-1,288
742
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-23
743
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0
744
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745
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746
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-27
747
$0 ﹤0.01%
52
-80
748
– –
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749
– –
-24
750
– –
-22
28 29
30
31 32