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
476
$83K ﹤0.01%
476
-12,382
477
$82K ﹤0.01%
1,621
-79
478
$82K ﹤0.01%
3,126
479
$79K ﹤0.01%
800
480
$79K ﹤0.01%
3,585
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481
$78K ﹤0.01%
669
-288
482
$78K ﹤0.01%
907
483
$78K ﹤0.01%
673
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484
$77K ﹤0.01%
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485
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1,136
486
$76K ﹤0.01%
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$76K ﹤0.01%
693
488
$75K ﹤0.01%
1,840
-57,621
489
$75K ﹤0.01%
1,888
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490
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2,061
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$75K ﹤0.01%
1,358
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492
$74K ﹤0.01%
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493
$74K ﹤0.01%
1,245
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494
$74K ﹤0.01%
294
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495
$73K ﹤0.01%
945
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496
$73K ﹤0.01%
701
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497
$72K ﹤0.01%
1,473
-273
498
$72K ﹤0.01%
1,149
-349
499
$71K ﹤0.01%
2,008
500
$71K ﹤0.01%
852
18 19
20
21 22