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
826
$11K ﹤0.01%
248
-820
827
$11K ﹤0.01%
131
+8
828
$11K ﹤0.01%
83
-160
829
$11K ﹤0.01%
233
-97
830
$11K ﹤0.01%
209
-27
831
$11K ﹤0.01%
215
832
$11K ﹤0.01%
265
833
$11K ﹤0.01%
100
834
$11K ﹤0.01%
200
835
$11K ﹤0.01%
108
+44
836
$11K ﹤0.01%
35
837
$11K ﹤0.01%
275
+75
838
$11K ﹤0.01%
1,326
839
$11K ﹤0.01%
635
840
$11K ﹤0.01%
1,500
-27,676
841
$10K ﹤0.01%
464
842
$10K ﹤0.01%
145
-37
843
$10K ﹤0.01%
242
844
$10K ﹤0.01%
284
845
$10K ﹤0.01%
78
-19
846
$10K ﹤0.01%
615
+195
847
$10K ﹤0.01%
556
848
$10K ﹤0.01%
193
+64
849
$10K ﹤0.01%
91
+45
850
$10K ﹤0.01%
78
32 33
34
35 36