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
$1.03B
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.42M
3
+$7.31M
4
XRX icon
Xerox
XRX
+$7.27M
5
CMI icon
Cummins
CMI
+$7.17M

Top Sells

1
+$9.62M
2
+$8.56M
3
+$8.15M
4
GG
Goldcorp Inc
GG
+$7.91M
5
DGX icon
Quest Diagnostics
DGX
+$7.77M

Sector Composition

1 Industrials 19.03%
2 Technology 17.77%
3 Healthcare 13.72%
4 Financials 9.23%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-10,032
202
– –
-4,494
203
– –
-6,110
5 6 7 8
9