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
1451
$0 ﹤0.01%
12
-213
1452
– –
-51
1453
– –
-362
1454
– –
-139
1455
– –
-310
1456
– –
-310
1457
$0 ﹤0.01%
36
1458
– –
-294
1459
– –
-94
1460
$0 ﹤0.01%
34
1461
– –
-60
1462
– –
-142
1463
$0 ﹤0.01%
14
1464
– –
-45
1465
– –
-186
1466
– –
-361
1467
$0 ﹤0.01%
10
1468
– –
-3
1469
– –
-38
1470
– –
-110
1471
$0 ﹤0.01%
11
1472
– –
-80
1473
$0 ﹤0.01%
12
1474
– –
-37
1475
– –
-212
57 58
59
60 61