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
1451
– –
-3,244
1452
$0 ﹤0.01%
5
1453
– –
-55
1454
$0 ﹤0.01%
24
1455
$0 ﹤0.01%
12
1456
– –
0
1457
– –
-18
1458
– –
-308
1459
$0 ﹤0.01%
+20
1460
$0 ﹤0.01%
+31
1461
– –
-182
1462
– –
-1,000
1463
– –
-85
1464
$0 ﹤0.01%
24
1465
– –
-82
1466
– –
-1,229
1467
$0 ﹤0.01%
14
1468
$0 ﹤0.01%
9
1469
– –
-23
1470
$0 ﹤0.01%
10
1471
– –
-36
1472
– –
-442
1473
– –
-505
1474
– –
-42
1475
$0 ﹤0.01%
17
57 58
59
60 61