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
426
$118K ﹤0.01%
2,819
-12
427
$117K ﹤0.01%
7,781
-1,192
428
$116K ﹤0.01%
5,000
-907
429
$116K ﹤0.01%
2,844
+28
430
$115K ﹤0.01%
19,880
+640
431
$110K ﹤0.01%
4,325
+3,500
432
$105K ﹤0.01%
3,032
+40
433
$104K ﹤0.01%
546
434
$102K ﹤0.01%
1,514
-289
435
$101K ﹤0.01%
528
436
$101K ﹤0.01%
729
-43
437
$100K ﹤0.01%
3,000
438
$100K ﹤0.01%
1,376
-209
439
$100K ﹤0.01%
+2,394
440
$99K ﹤0.01%
3,000
441
$99K ﹤0.01%
4,142
-376
442
$98K ﹤0.01%
2,500
443
$97K ﹤0.01%
5,512
+232
444
$96K ﹤0.01%
1,803
445
$96K ﹤0.01%
1,309
+595
446
$96K ﹤0.01%
3,125
447
$96K ﹤0.01%
3,468
+541
448
$96K ﹤0.01%
740
-400
449
$96K ﹤0.01%
1,704
+304
450
$95K ﹤0.01%
3,526
16 17
18
19 20