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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
926
$7K ﹤0.01%
278
927
$7K ﹤0.01%
134
928
$7K ﹤0.01%
1,081
929
$7K ﹤0.01%
2,512
+3
930
$7K ﹤0.01%
59
931
$7K ﹤0.01%
285
+2
932
$7K ﹤0.01%
86
933
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275
-75
934
$7K ﹤0.01%
218
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935
$7K ﹤0.01%
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+16
936
$7K ﹤0.01%
246
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937
$7K ﹤0.01%
112
938
$7K ﹤0.01%
500
939
$7K ﹤0.01%
242
940
$7K ﹤0.01%
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941
$7K ﹤0.01%
116
942
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943
$7K ﹤0.01%
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944
$7K ﹤0.01%
265
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$7K ﹤0.01%
666
946
$7K ﹤0.01%
71
947
$7K ﹤0.01%
200
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948
$6K ﹤0.01%
99
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949
$6K ﹤0.01%
250
950
$6K ﹤0.01%
162
36 37
38
39 40