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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
$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
876
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-41,766
877
$0 ﹤0.01%
+2
878
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-190
879
$0 ﹤0.01%
+2
880
– –
-2,054
881
$0 ﹤0.01%
7
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882
$0 ﹤0.01%
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883
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884
$0 ﹤0.01%
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885
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887
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892
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$0 ﹤0.01%
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895
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896
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897
$0 ﹤0.01%
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$0 ﹤0.01%
+8
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$0 ﹤0.01%
+9
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