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
126
$3.54M 0.14%
90,454
+44,571
127
$3.49M 0.14%
84,892
+8,320
128
$3.46M 0.14%
83,331
-4,195
129
$3.45M 0.14%
66,746
+2,276
130
$3.39M 0.13%
136,330
+13,181
131
$3.39M 0.13%
55,831
+692
132
$3.25M 0.13%
38,516
+663
133
$3.2M 0.13%
49,872
+49,686
134
$3.19M 0.13%
54,159
-8,477
135
$3.17M 0.13%
63,400
+13,173
136
$3.16M 0.13%
96,510
-965
137
$3.1M 0.12%
90,391
+1,179
138
$3.02M 0.12%
316,015
+68,513
139
$2.99M 0.12%
42,080
-4,823
140
$2.97M 0.12%
84,350
+4,323
141
$2.95M 0.12%
71,060
+68,848
142
$2.91M 0.12%
65,719
+3,217
143
$2.87M 0.11%
91,025
-3,539
144
$2.83M 0.11%
11,738
-182
145
$2.81M 0.11%
96,939
+4,352
146
$2.8M 0.11%
32,281
-776
147
$2.76M 0.11%
92,077
+26
148
$2.76M 0.11%
122,791
-8,174
149
$2.76M 0.11%
50,405
-423
150
$2.73M 0.11%
59,413
-5,094
4 5
6
7 8