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
$2.51B
AUM Growth
+$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,658
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$30.4M
3
+$26.6M
4
ADM icon
Archer Daniels Midland
ADM
+$26.5M
5
CAH icon
Cardinal Health
CAH
+$23.6M

Top Sells

1
+$40.3M
2
+$26.5M
3
+$22.3M
4
BEN icon
Franklin Resources
BEN
+$21M
5
CHRW icon
C.H. Robinson
CHRW
+$20.7M

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
276
$510K 0.02%
9,709
+9,688
277
$509K 0.02%
11,507
+4,474
278
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19,061
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279
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280
$484K 0.02%
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-44
281
$475K 0.02%
4,730
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282
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13,803
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283
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14,647
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284
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15,068
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285
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6,609
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286
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2,581
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287
$454K 0.02%
20,708
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288
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2,768
+29
289
$449K 0.02%
5,463
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290
$448K 0.02%
4,509
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291
$446K 0.02%
1,278
292
$438K 0.02%
42,899
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293
$435K 0.02%
5,912
294
$432K 0.02%
2,937
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295
$421K 0.02%
6,681
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296
$419K 0.02%
14,112
-1,425
297
$415K 0.02%
7,636
+477
298
$412K 0.02%
11,001
+10,903
299
$412K 0.02%
4,751
-17
300
$410K 0.02%
6,611
+4,479
10 11
12
13 14