Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$17.9M
3
+$17.7M
4
COR icon
Cencora
COR
+$16.7M
5
OMI icon
Owens & Minor
OMI
+$16.6M

Top Sells

1
+$22.9M
2
+$16.8M
3
+$16.8M
4
MCD icon
McDonald's
MCD
+$14.6M
5
PEP icon
PepsiCo
PEP
+$13.2M

Sector Composition

1 Technology 13.64%
2 Healthcare 12.36%
3 Industrials 10.29%
4 Financials 9.85%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$131K 0.01%
1,283
-1,600
277
$129K 0.01%
1,542
278
$129K 0.01%
1,361
+15
279
$126K 0.01%
4,544
280
$125K 0.01%
3,300
+3,000
281
$124K 0.01%
4,855
+3,975
282
$124K 0.01%
1,449
+420
283
$124K 0.01%
4,240
-544
284
$124K 0.01%
2,112
+2,000
285
$123K 0.01%
2,227
+7
286
$122K 0.01%
3,660
-133
287
$122K 0.01%
2,567
-3,246
288
$121K 0.01%
+1,500
289
$121K 0.01%
+3,200
290
$118K 0.01%
838
-1,046
291
$116K 0.01%
1,372
-1,482
292
$115K 0.01%
1,786
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293
$114K 0.01%
4,780
294
$113K 0.01%
8,995
+2,644
295
$113K 0.01%
1,515
-84
296
$111K 0.01%
+3,624
297
$111K 0.01%
5,185
298
$106K 0.01%
1,914
+600
299
$103K 0.01%
3,183
+2,938
300
$100K 0.01%
1,264
+4
10 11
12
13 14