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
$1.36B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$17.9M
3
+$17.7M
4
COR icon
Cencora
COR
+$16.7M
5
OMI icon
Owens & Minor
OMI
+$16.6M

Top Sells

1
+$22.9M
2
+$16.8M
3
+$16.8M
4
MCD icon
McDonald's
MCD
+$14.6M
5
PEP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3K ﹤0.01%
200
677
$3K ﹤0.01%
13
+2
678
$3K ﹤0.01%
28
-31
679
$3K ﹤0.01%
50
680
$3K ﹤0.01%
150
681
$3K ﹤0.01%
110
-75,990
682
$3K ﹤0.01%
122
+9
683
$3K ﹤0.01%
34
-88
684
$3K ﹤0.01%
126
-421
685
$3K ﹤0.01%
40
686
$3K ﹤0.01%
216
+4
687
$3K ﹤0.01%
1,290
688
$3K ﹤0.01%
82
689
$3K ﹤0.01%
400
690
$3K ﹤0.01%
31
+1
691
$3K ﹤0.01%
100
692
$3K ﹤0.01%
200
693
$3K ﹤0.01%
72
694
$3K ﹤0.01%
500
695
$3K ﹤0.01%
+82
696
$2K ﹤0.01%
21
-87,899
697
$2K ﹤0.01%
146
698
$2K ﹤0.01%
31
699
$2K ﹤0.01%
+28
700
$2K ﹤0.01%
42
26 27
28
29 30