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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
801
$12K ﹤0.01%
+232
802
$12K ﹤0.01%
109
803
$12K ﹤0.01%
190
-170
804
$12K ﹤0.01%
1,006
805
$12K ﹤0.01%
321
-137
806
$12K ﹤0.01%
530
+6
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$12K ﹤0.01%
316
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373
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809
$12K ﹤0.01%
3
810
$12K ﹤0.01%
109
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811
$12K ﹤0.01%
200
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$12K ﹤0.01%
202
813
$12K ﹤0.01%
100
814
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791
815
$12K ﹤0.01%
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$12K ﹤0.01%
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$12K ﹤0.01%
536
819
$12K ﹤0.01%
123
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$12K ﹤0.01%
426
822
$11K ﹤0.01%
275
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823
$11K ﹤0.01%
248
824
$11K ﹤0.01%
200
825
$11K ﹤0.01%
178
+131
31 32
33
34 35