Carson Wealth (CWM LLC) Portfolio holdings
AUM
$33.2B
1-Year Est. Return
16.13%
1 Year Est. Return
+16.13%
AUM
$1.36B
AUM Growth
+$228M
(+20%)
Holding
919
Top Buys
| 1 | +$26.9M | |
| 2 | +$17.9M | |
| 3 | +$17.7M | |
| 4 |
Cencora
COR
|
+$16.7M |
| 5 |
Owens & Minor
OMI
|
+$16.6M |
Top Sells
| 1 | +$22.9M | |
| 2 | +$16.8M | |
| 3 | +$16.8M | |
| 4 |
McDonald's
MCD
|
+$14.6M |
| 5 |
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% |