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
501
$68K ﹤0.01%
763
-599
502
$68K ﹤0.01%
1,092
503
$68K ﹤0.01%
1,116
+35
504
$66K ﹤0.01%
1,007
+167
505
$66K ﹤0.01%
4,464
+84
506
$65K ﹤0.01%
+1,395
507
$65K ﹤0.01%
2,034
-639,688
508
$64K ﹤0.01%
4,804
+2,402
509
$63K ﹤0.01%
203
-20
510
$63K ﹤0.01%
2,474
511
$63K ﹤0.01%
1,795
-35,300
512
$63K ﹤0.01%
960
-613,547
513
$63K ﹤0.01%
605
+38
514
$62K ﹤0.01%
2,066
+10
515
$62K ﹤0.01%
3,000
516
$62K ﹤0.01%
533
-444
517
$62K ﹤0.01%
1,094
518
$61K ﹤0.01%
789
+704
519
$61K ﹤0.01%
936
520
$61K ﹤0.01%
557
-321
521
$61K ﹤0.01%
1,684
+168
522
$60K ﹤0.01%
800
+600
523
$60K ﹤0.01%
6,337
-147,010
524
$60K ﹤0.01%
3,091
525
$60K ﹤0.01%
618
-33
19 20
21
22 23