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
876
$9K ﹤0.01%
162
877
$8K ﹤0.01%
155
878
$8K ﹤0.01%
107
-161
879
$8K ﹤0.01%
68
880
$8K ﹤0.01%
374
881
$8K ﹤0.01%
+35
882
$8K ﹤0.01%
96
883
$8K ﹤0.01%
250
-51
884
$8K ﹤0.01%
78
+1
885
$8K ﹤0.01%
152
-6,820
886
$8K ﹤0.01%
225
-75
887
$8K ﹤0.01%
294
+48
888
$8K ﹤0.01%
130
+114
889
$8K ﹤0.01%
101
-201
890
$8K ﹤0.01%
165
891
$8K ﹤0.01%
54
-25
892
$8K ﹤0.01%
111
-100
893
$8K ﹤0.01%
52
-59
894
$8K ﹤0.01%
212
895
$8K ﹤0.01%
820
+250
896
$8K ﹤0.01%
224
897
$8K ﹤0.01%
200
-860
898
$8K ﹤0.01%
470
-1,551
899
$8K ﹤0.01%
39
-8
900
$8K ﹤0.01%
54
34 35
36
37 38