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
451
$95K ﹤0.01%
+3,181
452
$94K ﹤0.01%
1,206
+2
453
$94K ﹤0.01%
635
+35
454
$93K ﹤0.01%
544
+76
455
$93K ﹤0.01%
5,298
+1,382
456
$92K ﹤0.01%
1,294
+1,212
457
$92K ﹤0.01%
3,571
+81
458
$91K ﹤0.01%
475
459
$91K ﹤0.01%
1,965
-3
460
$89K ﹤0.01%
1,437
+1,105
461
$89K ﹤0.01%
8,832
+633
462
$87K ﹤0.01%
643
+53
463
$87K ﹤0.01%
1,119
-129
464
$87K ﹤0.01%
2,826
+108
465
$87K ﹤0.01%
2,209
-24,699
466
$87K ﹤0.01%
913
+133
467
$87K ﹤0.01%
161
+21
468
$87K ﹤0.01%
550
469
$86K ﹤0.01%
628
-10
470
$86K ﹤0.01%
+3,552
471
$85K ﹤0.01%
690
+42
472
$85K ﹤0.01%
918
+68
473
$85K ﹤0.01%
1,852
+1,758
474
$85K ﹤0.01%
4,200
+400
475
$84K ﹤0.01%
+798
17 18
19
20 21