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
576
$44K ﹤0.01%
277
577
$43K ﹤0.01%
1,140
578
$43K ﹤0.01%
1,065
+385
579
$43K ﹤0.01%
+2,018
580
$42K ﹤0.01%
492
581
$42K ﹤0.01%
1,100
-400
582
$42K ﹤0.01%
6,000
+2,500
583
$42K ﹤0.01%
690
-188
584
$42K ﹤0.01%
300
585
$42K ﹤0.01%
2,078
-854
586
$42K ﹤0.01%
247
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587
$41K ﹤0.01%
1,178
-602,323
588
$41K ﹤0.01%
11,146
589
$41K ﹤0.01%
1,300
590
$41K ﹤0.01%
581
591
$41K ﹤0.01%
700
592
$41K ﹤0.01%
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593
$40K ﹤0.01%
732
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594
$40K ﹤0.01%
560
595
$39K ﹤0.01%
1,114
596
$39K ﹤0.01%
151
-85
597
$39K ﹤0.01%
226
598
$39K ﹤0.01%
719
599
$38K ﹤0.01%
285
600
$38K ﹤0.01%
450
22 23
24
25 26