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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
751
$16K ﹤0.01%
+341
752
$16K ﹤0.01%
280
753
$16K ﹤0.01%
369
-65
754
$16K ﹤0.01%
502
+52
755
$16K ﹤0.01%
250
756
$16K ﹤0.01%
303
757
$15K ﹤0.01%
212
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758
$15K ﹤0.01%
214
759
$15K ﹤0.01%
117
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760
$15K ﹤0.01%
421
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761
$15K ﹤0.01%
434
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$15K ﹤0.01%
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763
$15K ﹤0.01%
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764
$15K ﹤0.01%
141
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$15K ﹤0.01%
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766
$15K ﹤0.01%
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$15K ﹤0.01%
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769
$15K ﹤0.01%
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$15K ﹤0.01%
256
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$15K ﹤0.01%
200
772
$14K ﹤0.01%
343
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$14K ﹤0.01%
1,060
774
$14K ﹤0.01%
318
+62
775
$14K ﹤0.01%
90
-29
29 30
31
32 33