Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
1326
$1K ﹤0.01%
6
1327
$1K ﹤0.01%
27
1328
$1K ﹤0.01%
+70
1329
$1K ﹤0.01%
7
1330
$1K ﹤0.01%
121
1331
$1K ﹤0.01%
33
1332
$1K ﹤0.01%
+74
1333
$1K ﹤0.01%
128
-165
1334
$1K ﹤0.01%
16
-370
1335
$1K ﹤0.01%
22
-70
1336
$1K ﹤0.01%
+19
1337
$1K ﹤0.01%
21
1338
$1K ﹤0.01%
65
-2
1339
$1K ﹤0.01%
8
1340
$1K ﹤0.01%
23
1341
$1K ﹤0.01%
+16
1342
$1K ﹤0.01%
15
1343
$1K ﹤0.01%
3
-29
1344
$1K ﹤0.01%
+20
1345
$1K ﹤0.01%
62
1346
$1K ﹤0.01%
37
1347
$1K ﹤0.01%
17
1348
$1K ﹤0.01%
7
1349
$1K ﹤0.01%
52
1350
$1K ﹤0.01%
+33
52 53
54
55 56