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
526
$13K ﹤0.01%
500
527
$13K ﹤0.01%
58
528
$13K ﹤0.01%
680
+1
529
$13K ﹤0.01%
70
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530
$13K ﹤0.01%
+277
531
$12K ﹤0.01%
378
532
$12K ﹤0.01%
302
533
$12K ﹤0.01%
1,069
+19
534
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201
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535
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727
536
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1,086
537
$12K ﹤0.01%
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538
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556
539
$12K ﹤0.01%
200
540
$11K ﹤0.01%
100
541
$11K ﹤0.01%
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542
$11K ﹤0.01%
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543
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511
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544
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107
545
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300
546
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547
$11K ﹤0.01%
849
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548
$11K ﹤0.01%
250
549
$10K ﹤0.01%
500
550
$10K ﹤0.01%
258
+58
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