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
551
$10K ﹤0.01%
+290
552
$10K ﹤0.01%
+343
553
$10K ﹤0.01%
+841
554
$10K ﹤0.01%
200
555
$9K ﹤0.01%
380
+47
556
$9K ﹤0.01%
501
557
$9K ﹤0.01%
417
558
$9K ﹤0.01%
625
559
$9K ﹤0.01%
227
560
$9K ﹤0.01%
464
561
$9K ﹤0.01%
856
562
$9K ﹤0.01%
100
563
$9K ﹤0.01%
59
564
$9K ﹤0.01%
200
565
$9K ﹤0.01%
100
566
$9K ﹤0.01%
200
+100
567
$9K ﹤0.01%
+249
568
$8K ﹤0.01%
160
569
$8K ﹤0.01%
528
570
$8K ﹤0.01%
1,050
571
$8K ﹤0.01%
140
-53
572
$8K ﹤0.01%
+251
573
$8K ﹤0.01%
3,000
-1,000
574
$8K ﹤0.01%
100
575
$8K ﹤0.01%
100