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
826
$0 ﹤0.01%
5
827
$0 ﹤0.01%
+7
828
– –
-162
829
– –
-8,525
830
– –
-275
831
$0 ﹤0.01%
+2
832
$0 ﹤0.01%
+1
833
$0 ﹤0.01%
+6
834
– –
-650
835
$0 ﹤0.01%
100
836
– –
-460
837
$0 ﹤0.01%
49
838
$0 ﹤0.01%
1
839
– –
-1,500
840
$0 ﹤0.01%
+2
841
$0 ﹤0.01%
15
+9
842
$0 ﹤0.01%
56
843
– –
-1,104
844
– –
-3,250
845
$0 ﹤0.01%
4
846
$0 ﹤0.01%
1
-5
847
$0 ﹤0.01%
+27
848
$0 ﹤0.01%
+9
849
– –
0
850
– –
-2
32 33
34
35 36