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
$816M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.4M
3
+$10M
4
IP icon
International Paper
IP
+$9.62M
5
DD icon
DuPont de Nemours
DD
+$6.88M

Top Sells

1
+$8.8M
2
+$7.13M
3
+$5.81M
4
AAPL icon
Apple
AAPL
+$5.39M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$5.13M

Sector Composition

1 Technology 18.71%
2 Industrials 17.35%
3 Healthcare 14.79%
4 Financials 9.38%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-16,614
177
– –
-13,332
178
– –
-7,940
179
– –
-19,647
180
– –
-2,401
181
– –
-4,102
182
– –
-157,584
183
– –
-84,233
184
– –
-14,495
185
– –
-87,704
186
– –
-5,675
187
– –
-23,870
188
– –
-24,023
189
– –
-3,617
190
– –
-41,280
191
– –
-26,294
192
– –
-12,094
193
– –
-13,293
194
– –
-19,100
195
– –
-56,157
196
– –
-44,720
197
– –
-13,194
198
– –
-59,738
199
– –
-90,031
4 5 6 7
8