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
751
$16K ﹤0.01%
+341
752
$16K ﹤0.01%
280
753
$16K ﹤0.01%
369
-65
754
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502
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755
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250
756
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303
757
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214
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117
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759
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764
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$15K ﹤0.01%
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766
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769
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200
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$14K ﹤0.01%
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$14K ﹤0.01%
1,060
774
$14K ﹤0.01%
318
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$14K ﹤0.01%
90
-29
29 30
31
32 33