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
626
$33K ﹤0.01%
272
-79
627
$33K ﹤0.01%
1,047
-40,083
628
$32K ﹤0.01%
1,011
629
$32K ﹤0.01%
600
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630
$32K ﹤0.01%
800
-5,000
631
$32K ﹤0.01%
1,000
-1,000
632
$32K ﹤0.01%
199
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633
$32K ﹤0.01%
505
+1
634
$32K ﹤0.01%
862
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635
$32K ﹤0.01%
+1,665
636
$31K ﹤0.01%
500
637
$31K ﹤0.01%
758
638
$31K ﹤0.01%
2,401
-669
639
$31K ﹤0.01%
1,665
640
$31K ﹤0.01%
835
641
$31K ﹤0.01%
114
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$30K ﹤0.01%
534
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643
$30K ﹤0.01%
1,175
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644
$30K ﹤0.01%
1,060
645
$30K ﹤0.01%
1,704
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646
$30K ﹤0.01%
325
-10
647
$29K ﹤0.01%
219
648
$29K ﹤0.01%
350
649
$29K ﹤0.01%
+1,495
650
$28K ﹤0.01%
190
+60
24 25
26
27 28