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
176
$1.95M 0.08%
18,508
-2,299
177
$1.94M 0.08%
136,237
-11,085
178
$1.92M 0.08%
18,360
+3,138
179
$1.89M 0.08%
39,257
-1,149
180
$1.89M 0.08%
68,550
+4,504
181
$1.79M 0.07%
6
182
$1.77M 0.07%
123,587
+122,480
183
$1.77M 0.07%
68,429
+15
184
$1.74M 0.07%
21,742
-3,586
185
$1.7M 0.07%
8,400
-873
186
$1.66M 0.07%
50,722
+916
187
$1.65M 0.07%
77,996
+16,559
188
$1.62M 0.06%
30,839
+1,142
189
$1.62M 0.06%
47,062
+47,046
190
$1.62M 0.06%
177,938
+33,817
191
$1.61M 0.06%
76,532
-8,076
192
$1.61M 0.06%
+50,254
193
$1.58M 0.06%
96,268
+15,033
194
$1.58M 0.06%
14,375
+1,264
195
$1.56M 0.06%
29,033
-2,875
196
$1.56M 0.06%
68,690
-2,390
197
$1.56M 0.06%
23,475
+5,128
198
$1.55M 0.06%
55,628
-4,374
199
$1.54M 0.06%
17,996
+17,614
200
$1.47M 0.06%
113,651
-3,458
6 7
8
9 10