Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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 +$26.9M
2 +$17.9M
3 +$17.7M
4
COR icon
Cencora
COR
+$16.7M
5
ACH
Accendra Health
ACH
+$16.6M

Top Sells

1 +$22.9M
2 +$16.8M
3 +$16.8M
4
MCD icon
McDonald's
MCD
+$14.6M
5
PEP icon
PepsiCo
PEP
+$13.2M

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
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