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
426
$28K ﹤0.01%
656
-392,560
427
$28K ﹤0.01%
422
+1
428
$28K ﹤0.01%
482
429
$28K ﹤0.01%
+1,000
430
$28K ﹤0.01%
512
431
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961
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280
434
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436
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100
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400
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445
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400
448
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449
$24K ﹤0.01%
1,210
450
$24K ﹤0.01%
504
16 17
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