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
651
$28K ﹤0.01%
315
652
$28K ﹤0.01%
450
653
$27K ﹤0.01%
284
-519
654
$27K ﹤0.01%
743
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$27K ﹤0.01%
350
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656
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500
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$27K ﹤0.01%
1,406
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658
$27K ﹤0.01%
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659
$27K ﹤0.01%
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$26K ﹤0.01%
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664
$26K ﹤0.01%
775
665
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$26K ﹤0.01%
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$26K ﹤0.01%
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670
$25K ﹤0.01%
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912
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$25K ﹤0.01%
621
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$25K ﹤0.01%
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$25K ﹤0.01%
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675
$25K ﹤0.01%
363
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27
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