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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
1101
$3K ﹤0.01%
87
1102
$3K ﹤0.01%
95
1103
$3K ﹤0.01%
103
-130
1104
$3K ﹤0.01%
36
+21
1105
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51
1106
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165
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1107
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1108
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1109
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410
-540
1110
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1111
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46
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1113
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1114
$3K ﹤0.01%
+25
1115
$3K ﹤0.01%
+62
1116
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13
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+27
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1119
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1120
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300
1121
$3K ﹤0.01%
233
-62
1122
$3K ﹤0.01%
82
1123
$3K ﹤0.01%
23
-2
1124
$3K ﹤0.01%
139
1125
$3K ﹤0.01%
126
43 44
45
46 47