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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
1201
$2K ﹤0.01%
+103
1202
$2K ﹤0.01%
507
1203
$2K ﹤0.01%
30
1204
$2K ﹤0.01%
+89
1205
$2K ﹤0.01%
225
1206
$2K ﹤0.01%
+114
1207
$2K ﹤0.01%
+262
1208
$2K ﹤0.01%
+500
1209
$2K ﹤0.01%
+12
1210
$2K ﹤0.01%
20
1211
$2K ﹤0.01%
+109
1212
$2K ﹤0.01%
+33
1213
$2K ﹤0.01%
50
1214
$2K ﹤0.01%
+95
1215
$2K ﹤0.01%
77
1216
$2K ﹤0.01%
82
-668
1217
$2K ﹤0.01%
+91
1218
$2K ﹤0.01%
+44
1219
$1K ﹤0.01%
31
1220
$1K ﹤0.01%
12
1221
$1K ﹤0.01%
+133
1222
$1K ﹤0.01%
+17
1223
$1K ﹤0.01%
30
1224
$1K ﹤0.01%
+25
1225
$1K ﹤0.01%
+6
47 48
49
50 51