Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
1201
$2K ﹤0.01%
+44
1202
$2K ﹤0.01%
28
-12
1203
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100
1204
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+26
1205
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+107
1206
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250
+4
1207
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+172
1208
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+133
1209
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+103
1210
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507
1211
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30
1212
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+12
1213
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20
1214
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+109
1215
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+33
1216
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50
1217
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+95
1218
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77
1219
$1K ﹤0.01%
+28
1220
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13
1221
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14
1222
$1K ﹤0.01%
+128
1223
$1K ﹤0.01%
+31
1224
$1K ﹤0.01%
+24
1225
$1K ﹤0.01%
18
47 48
49
50 51