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
801
$12K ﹤0.01%
+232
802
$12K ﹤0.01%
109
803
$12K ﹤0.01%
190
-170
804
$12K ﹤0.01%
1,006
805
$12K ﹤0.01%
321
-137
806
$12K ﹤0.01%
530
+6
807
$12K ﹤0.01%
316
-216
808
$12K ﹤0.01%
373
+360
809
$12K ﹤0.01%
3
810
$12K ﹤0.01%
426
811
$12K ﹤0.01%
109
+28
812
$12K ﹤0.01%
200
+15
813
$12K ﹤0.01%
202
814
$12K ﹤0.01%
100
815
$12K ﹤0.01%
791
816
$12K ﹤0.01%
+171
817
$12K ﹤0.01%
98
+12
818
$12K ﹤0.01%
618
-488
819
$12K ﹤0.01%
536
820
$12K ﹤0.01%
123
821
$12K ﹤0.01%
+140
822
$11K ﹤0.01%
248
823
$11K ﹤0.01%
200
824
$11K ﹤0.01%
178
+131
825
$11K ﹤0.01%
216
31 32
33
34 35