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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
1076
$3K ﹤0.01%
27
1077
$3K ﹤0.01%
+400
1078
$3K ﹤0.01%
100
1079
$3K ﹤0.01%
174
-858
1080
$3K ﹤0.01%
150
1081
$3K ﹤0.01%
35
+22
1082
$3K ﹤0.01%
42
-78
1083
$3K ﹤0.01%
116
+21
1084
$3K ﹤0.01%
200
-1,900
1085
$3K ﹤0.01%
105
1086
$3K ﹤0.01%
1,000
-2,000
1087
$3K ﹤0.01%
400
1088
$3K ﹤0.01%
+105
1089
$3K ﹤0.01%
106
1090
$3K ﹤0.01%
75
1091
$3K ﹤0.01%
88
+8
1092
$3K ﹤0.01%
+109
1093
$3K ﹤0.01%
112
+22
1094
$3K ﹤0.01%
348
+148
1095
$3K ﹤0.01%
200
-152
1096
$3K ﹤0.01%
112
1097
$3K ﹤0.01%
7
-20
1098
$3K ﹤0.01%
+60
1099
$3K ﹤0.01%
+96
1100
$3K ﹤0.01%
+75
42 43
44
45 46