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
51
$13.6M 0.54%
+139,346
52
$13.3M 0.53%
292,179
+12,250
53
$13.2M 0.52%
847,407
+845,885
54
$13.1M 0.52%
451,873
+171,939
55
$12.9M 0.51%
157,460
+83,572
56
$12.8M 0.51%
235,921
+235,349
57
$12.5M 0.5%
322,336
-21,240
58
$12.4M 0.49%
251,042
+248,923
59
$12.3M 0.49%
228,747
+3,949
60
$11.6M 0.46%
220,024
+16,665
61
$11.3M 0.45%
93,464
+23,642
62
$11.3M 0.45%
102,896
+7,654
63
$11.1M 0.44%
133,598
+56,607
64
$10.4M 0.41%
202,941
+133,884
65
$9.56M 0.38%
173,586
+83,388
66
$9.45M 0.38%
39,138
-7,962
67
$9.19M 0.37%
190,417
-37,839
68
$9.17M 0.36%
139,873
+30,400
69
$9.1M 0.36%
+192,470
70
$8.48M 0.34%
230,330
+133,819
71
$8.32M 0.33%
61,330
-1,435
72
$8.29M 0.33%
280,639
-21,454
73
$8.05M 0.32%
176,044
+28,918
74
$7.73M 0.31%
133,505
+29,241
75
$7.64M 0.3%
34,246
+2,266
1 2
3
4 5