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
1326
$1K ﹤0.01%
20
1327
$1K ﹤0.01%
65
1328
$1K ﹤0.01%
9
1329
$1K ﹤0.01%
105
1330
$1K ﹤0.01%
20
-50
1331
$1K ﹤0.01%
+6
1332
$1K ﹤0.01%
+66
1333
$1K ﹤0.01%
+58
1334
$1K ﹤0.01%
+18
1335
$1K ﹤0.01%
80
-39,566
1336
$1K ﹤0.01%
10
1337
$1K ﹤0.01%
18
1338
$1K ﹤0.01%
6
1339
$1K ﹤0.01%
27
1340
$1K ﹤0.01%
+70
1341
$1K ﹤0.01%
7
1342
$1K ﹤0.01%
121
1343
$1K ﹤0.01%
33
1344
$1K ﹤0.01%
+74
1345
$1K ﹤0.01%
128
-165
1346
$1K ﹤0.01%
16
-370
1347
$1K ﹤0.01%
22
-70
1348
$1K ﹤0.01%
+19
1349
$1K ﹤0.01%
21
1350
$1K ﹤0.01%
65
-2
52 53
54
55 56