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
401
$38K ﹤0.01%
+3,230
402
$37K ﹤0.01%
863
+19
403
$36K ﹤0.01%
333
404
$36K ﹤0.01%
233
-26,140
405
$36K ﹤0.01%
1,190
406
$36K ﹤0.01%
2,545
407
$36K ﹤0.01%
2,357
408
$35K ﹤0.01%
982
409
$35K ﹤0.01%
132
410
$34K ﹤0.01%
641
411
$34K ﹤0.01%
2,100
412
$34K ﹤0.01%
+1,000
413
$33K ﹤0.01%
940
-290
414
$33K ﹤0.01%
2,400
415
$33K ﹤0.01%
581
416
$33K ﹤0.01%
618
-209
417
$32K ﹤0.01%
982
418
$32K ﹤0.01%
200
419
$31K ﹤0.01%
+1,050
420
$31K ﹤0.01%
804
421
$31K ﹤0.01%
724
422
$30K ﹤0.01%
1,200
423
$29K ﹤0.01%
256
424
$29K ﹤0.01%
366
425
$29K ﹤0.01%
439
+136
15 16
17
18 19