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
401
$145K 0.01%
2,156
-65
402
$144K 0.01%
1,498
-1,743
403
$144K 0.01%
6,474
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404
$142K 0.01%
1,424
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405
$141K 0.01%
5,438
+5,391
406
$140K 0.01%
9,083
407
$139K 0.01%
7,812
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408
$138K 0.01%
2,829
-67
409
$136K 0.01%
842
410
$136K 0.01%
2,136
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411
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873
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412
$134K 0.01%
7,001
413
$134K 0.01%
2,996
414
$134K 0.01%
4,566
+4,426
415
$129K 0.01%
1,159
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416
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5,116
417
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1,162
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418
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3,276
419
$126K 0.01%
6,190
420
$124K ﹤0.01%
2,300
421
$122K ﹤0.01%
2,790
422
$122K ﹤0.01%
5,557
+424
423
$122K ﹤0.01%
4,909
+12
424
$119K ﹤0.01%
2,098
-1,499
425
$118K ﹤0.01%
855
15 16
17
18 19