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
326
$304K 0.01%
5,007
+76
327
$302K 0.01%
1,204
+12
328
$300K 0.01%
1,452
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329
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330
$294K 0.01%
1,878
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331
$290K 0.01%
2,396
332
$287K 0.01%
4,123
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333
$285K 0.01%
6,978
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334
$282K 0.01%
1,750
335
$280K 0.01%
17,389
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336
$279K 0.01%
7,050
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337
$270K 0.01%
4,870
-1,746
338
$269K 0.01%
3,433
+3,054
339
$266K 0.01%
3,708
-361
340
$257K 0.01%
10,417
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341
$255K 0.01%
2,345
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342
$249K 0.01%
3,296
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343
$245K 0.01%
3,750
-41
344
$239K 0.01%
6,356
+273
345
$238K 0.01%
1,612
346
$235K 0.01%
5,800
347
$235K 0.01%
1,956
-4
348
$234K 0.01%
1,959
-139
349
$231K 0.01%
1,782
+28
350
$228K 0.01%
1,470
+39
12 13
14
15 16