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
526
$59K ﹤0.01%
932
+60
527
$59K ﹤0.01%
2,068
+280
528
$59K ﹤0.01%
1,962
+30
529
$57K ﹤0.01%
451
+113
530
$57K ﹤0.01%
1,107
+28
531
$57K ﹤0.01%
568
+100
532
$57K ﹤0.01%
1,359
-125
533
$57K ﹤0.01%
853
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534
$57K ﹤0.01%
6,312
535
$56K ﹤0.01%
1,055
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536
$56K ﹤0.01%
2,390
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537
$56K ﹤0.01%
837
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538
$56K ﹤0.01%
750
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539
$55K ﹤0.01%
1,581
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$54K ﹤0.01%
812
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$54K ﹤0.01%
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$54K ﹤0.01%
3,930
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543
$53K ﹤0.01%
610
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544
$53K ﹤0.01%
850
545
$52K ﹤0.01%
984
546
$52K ﹤0.01%
840
-32,794
547
$52K ﹤0.01%
2,925
548
$52K ﹤0.01%
559
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549
$51K ﹤0.01%
586
+68
550
$51K ﹤0.01%
590
+237
20 21
22
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