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
451
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550
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$23K ﹤0.01%
890
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$23K ﹤0.01%
+1,013
454
$23K ﹤0.01%
765
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$23K ﹤0.01%
333
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+300
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$22K ﹤0.01%
571
458
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459
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728
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400
466
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$20K ﹤0.01%
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340
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$19K ﹤0.01%
526
474
$19K ﹤0.01%
394
475
$19K ﹤0.01%
286
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