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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
1051
$4K ﹤0.01%
+49
1052
$4K ﹤0.01%
150
1053
$4K ﹤0.01%
92
1054
$4K ﹤0.01%
68
1055
$4K ﹤0.01%
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1056
$4K ﹤0.01%
335
+6
1057
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1063
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1064
$3K ﹤0.01%
66
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1065
$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
25
+14
1071
$3K ﹤0.01%
328
-6
1072
$3K ﹤0.01%
49
1073
$3K ﹤0.01%
53
+35
1074
$3K ﹤0.01%
60
-97
1075
$3K ﹤0.01%
402
-777
41 42
43
44 45