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
376
$48K ﹤0.01%
500
377
$47K ﹤0.01%
1,094
-74
378
$47K ﹤0.01%
3,987
379
$46K ﹤0.01%
714
+12
380
$46K ﹤0.01%
2,600
381
$46K ﹤0.01%
1,800
+500
382
$45K ﹤0.01%
885
383
$45K ﹤0.01%
525
384
$45K ﹤0.01%
786
385
$44K ﹤0.01%
855
386
$43K ﹤0.01%
1,077
387
$42K ﹤0.01%
840
+200
388
$42K ﹤0.01%
2,000
389
$42K ﹤0.01%
3,000
+1,500
390
$41K ﹤0.01%
2,176
+593
391
$41K ﹤0.01%
+812
392
$41K ﹤0.01%
1,200
393
$40K ﹤0.01%
+616
394
$39K ﹤0.01%
1,600
395
$39K ﹤0.01%
1,415
396
$39K ﹤0.01%
+1,016
397
$39K ﹤0.01%
630
398
$38K ﹤0.01%
725
399
$38K ﹤0.01%
922
400
$38K ﹤0.01%
996
14 15
16
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