We are live on ! Find out more
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
1501
$0 ﹤0.01%
31
1502
$0 ﹤0.01%
9
1503
– –
-38
1504
– –
-840
1505
– –
-3
1506
– –
-38
1507
– –
-110
1508
– –
-60
1509
– –
0
1510
$0 ﹤0.01%
17
1511
$0 ﹤0.01%
9
+8
1512
– –
0
1513
$0 ﹤0.01%
33
1514
$0 ﹤0.01%
+1
1515
– –
-100
1516
$0 ﹤0.01%
200
1517
– –
-526
1518
– –
-80
1519
– –
0
1520
– –
-160
1521
– –
-272
1522
– –
-808
1523
$0 ﹤0.01%
5
1524
$0 ﹤0.01%
3
-20
1525
– –
-372
59 60
61
62 63