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
76
$7.59M 0.3%
144,312
+9,151
77
$7.45M 0.3%
61,782
+2,676
78
$7.24M 0.29%
96,019
+12,806
79
$7.1M 0.28%
105,247
+23,723
80
$7.04M 0.28%
92,654
+5,761
81
$6.84M 0.27%
149,506
+9,682
82
$6.83M 0.27%
124,135
+9,576
83
$6.83M 0.27%
172,527
+13,475
84
$6.82M 0.27%
231,137
+15,952
85
$6.64M 0.26%
82,774
+9,965
86
$6.49M 0.26%
179,961
+42,023
87
$6.43M 0.26%
50,840
+40,367
88
$6.22M 0.25%
45,410
+6,457
89
$6.17M 0.25%
150,830
-4,503
90
$6.06M 0.24%
28,314
+3,186
91
$5.94M 0.24%
66,621
+19,718
92
$5.93M 0.24%
62,650
+7,892
93
$5.86M 0.23%
152,381
+24,873
94
$5.51M 0.22%
50,228
+50,213
95
$5.36M 0.21%
114,075
-565,129
96
$5.15M 0.2%
554,841
+71,156
97
$4.97M 0.2%
909,517
+208,624
98
$4.96M 0.2%
394,009
+30,006
99
$4.94M 0.2%
122,729
+30,533
100
$4.9M 0.19%
116,568
-4,360
2 3
4
5 6