We are live on ! Find out more
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
$1.36B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$17M
3
+$17M
4
COR icon
Cencora
COR
+$16.9M
5
ACH
Accendra Health
ACH
+$16.7M

Top Sells

1
+$21.9M
2
+$16.9M
3
+$16.3M
4
MCD icon
McDonald's
MCD
+$15.2M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$13.5M

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
801
– –
-335
802
$0 ﹤0.01%
+4
803
– –
-11,156
804
– –
-149
805
$0 ﹤0.01%
+2
806
– –
-100
807
– –
-120
808
– –
-114
809
$0 ﹤0.01%
+12
810
$0 ﹤0.01%
1
811
– –
-225
812
– –
-119
813
– –
-87
814
$0 ﹤0.01%
40
815
$0 ﹤0.01%
12
+5
816
– –
-106
817
$0 ﹤0.01%
18
818
$0 ﹤0.01%
+4
819
$0 ﹤0.01%
5
820
$0 ﹤0.01%
+8
821
– –
-128
822
$0 ﹤0.01%
+17
823
– –
-618
824
– –
-849
825
– –
-401,305
31 32
33
34 35