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
501
$15K ﹤0.01%
764
502
$15K ﹤0.01%
1,000
503
$15K ﹤0.01%
+300
504
$15K ﹤0.01%
263
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505
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+301
506
$15K ﹤0.01%
200
507
$14K ﹤0.01%
1,006
508
$14K ﹤0.01%
537
509
$14K ﹤0.01%
+353
510
$14K ﹤0.01%
202
511
$14K ﹤0.01%
750
512
$14K ﹤0.01%
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513
$14K ﹤0.01%
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514
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465
515
$14K ﹤0.01%
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-65
516
$14K ﹤0.01%
591
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517
$14K ﹤0.01%
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518
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519
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1,000
520
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300
521
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234
522
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900
523
$13K ﹤0.01%
200
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524
$13K ﹤0.01%
+884
525
$13K ﹤0.01%
2,500
19 20
21
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