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
1401
– –
-136
1402
– –
-56
1403
$0 ﹤0.01%
9
1404
– –
-201
1405
– –
-1
1406
$0 ﹤0.01%
8
1407
– –
-3,244
1408
– –
-75
1409
– –
-89
1410
– –
-911
1411
– –
-383
1412
– –
-39
1413
$0 ﹤0.01%
5
1414
– –
-55
1415
$0 ﹤0.01%
24
1416
$0 ﹤0.01%
12
1417
– –
0
1418
– –
-18
1419
$0 ﹤0.01%
26
1420
$0 ﹤0.01%
2
1421
– –
-220
1422
– –
-40
1423
$0 ﹤0.01%
7
1424
– –
-308
1425
$0 ﹤0.01%
+20
55 56
57
58 59