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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
1126
$3K ﹤0.01%
+180
1127
$3K ﹤0.01%
+57
1128
$3K ﹤0.01%
18
-26
1129
$3K ﹤0.01%
+1,102
1130
$3K ﹤0.01%
1,104
1131
$3K ﹤0.01%
1
1132
$2K ﹤0.01%
+17
1133
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27
1134
$2K ﹤0.01%
58
-90
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$2K ﹤0.01%
41
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1136
$2K ﹤0.01%
+300
1137
$2K ﹤0.01%
+11
1138
$2K ﹤0.01%
48
1139
$2K ﹤0.01%
+25
1140
$2K ﹤0.01%
+53
1141
$2K ﹤0.01%
+39
1142
$2K ﹤0.01%
39
-8
1143
$2K ﹤0.01%
227
-390
1144
$2K ﹤0.01%
69
-141
1145
$2K ﹤0.01%
137
1146
$2K ﹤0.01%
27
1147
$2K ﹤0.01%
91
1148
$2K ﹤0.01%
276
1149
$2K ﹤0.01%
75
1150
$2K ﹤0.01%
31
-11
44 45
46
47 48