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
601
$38K ﹤0.01%
448
-101
602
$38K ﹤0.01%
637
+24
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$38K ﹤0.01%
297
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604
$38K ﹤0.01%
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$37K ﹤0.01%
264
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$37K ﹤0.01%
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607
$36K ﹤0.01%
3,222
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$36K ﹤0.01%
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407
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610
$36K ﹤0.01%
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611
$35K ﹤0.01%
164
612
$35K ﹤0.01%
1,322
613
$34K ﹤0.01%
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614
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615
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300
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619
$34K ﹤0.01%
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$34K ﹤0.01%
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$33K ﹤0.01%
2,210
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622
$33K ﹤0.01%
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623
$33K ﹤0.01%
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624
$33K ﹤0.01%
167
-11
625
$33K ﹤0.01%
333
-29
23 24
25
26 27