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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
726
$18K ﹤0.01%
767
727
$18K ﹤0.01%
500
728
$18K ﹤0.01%
459
-229
729
$17K ﹤0.01%
1,650
730
$17K ﹤0.01%
495
731
$17K ﹤0.01%
300
-500
732
$17K ﹤0.01%
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733
$17K ﹤0.01%
296
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734
$17K ﹤0.01%
702
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$17K ﹤0.01%
313
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736
$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
664
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746
$16K ﹤0.01%
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$16K ﹤0.01%
360
748
$16K ﹤0.01%
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749
$16K ﹤0.01%
145
750
$16K ﹤0.01%
326
28 29
30
31 32