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
101
$4.9M 0.19%
1,399,127
-534,915
102
$4.88M 0.19%
93,495
+21,770
103
$4.79M 0.19%
23,991
+1,000
104
$4.75M 0.19%
78,507
+3,217
105
$4.66M 0.19%
90,754
+12,272
106
$4.49M 0.18%
133,201
+27,338
107
$4.4M 0.17%
60,702
-888
108
$4.34M 0.17%
45,205
-17,268
109
$4.33M 0.17%
73,480
-524
110
$4.32M 0.17%
112,302
+12,959
111
$4.31M 0.17%
71,947
+6,268
112
$4.22M 0.17%
76,974
+18,079
113
$3.99M 0.16%
185,514
+4,111
114
$3.94M 0.16%
212,252
-8,228
115
$3.89M 0.15%
128,996
+33,899
116
$3.88M 0.15%
128,004
+66,950
117
$3.83M 0.15%
73,115
-14,636
118
$3.72M 0.15%
35,105
+34,963
119
$3.7M 0.15%
132,853
+5,065
120
$3.69M 0.15%
131,583
-79,306
121
$3.66M 0.15%
85,482
+22,108
122
$3.65M 0.14%
267,365
+33,651
123
$3.63M 0.14%
77,167
+35,511
124
$3.6M 0.14%
136,674
+31,794
125
$3.56M 0.14%
105,164
+12,342
3 4
5
6 7