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
1201
$2K ﹤0.01%
100
1202
$2K ﹤0.01%
+26
1203
$2K ﹤0.01%
+107
1204
$2K ﹤0.01%
250
+4
1205
$2K ﹤0.01%
+172
1206
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+133
1207
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+103
1208
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507
1209
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30
1210
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+89
1211
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225
1212
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+114
1213
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+262
1214
$2K ﹤0.01%
+500
1215
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+12
1216
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+91
1217
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20
1218
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+109
1219
$1K ﹤0.01%
+20
1220
$1K ﹤0.01%
+41
1221
$1K ﹤0.01%
19
1222
$1K ﹤0.01%
+19
1223
$1K ﹤0.01%
+20
1224
$1K ﹤0.01%
44
1225
$1K ﹤0.01%
33
+1
47 48
49
50 51