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
$1.14B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.6M
3
+$11.1M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$10.5M
5
JNS
Janus Capital Group Inc
JNS
+$9.45M

Top Sells

1
+$11.8M
2
+$8.52M
3
+$8.27M
4
JPM icon
JPMorgan Chase
JPM
+$7.35M
5
SU icon
Suncor Energy
SU
+$7.27M

Sector Composition

1 Technology 16.16%
2 Industrials 11.59%
3 Financials 9.92%
4 Healthcare 9.88%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$209K 0.02%
2,708
-419
227
$207K 0.02%
4,623
-19,341
228
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229
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230
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231
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4,751
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232
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233
$192K 0.02%
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234
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235
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236
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237
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238
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892
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239
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+7,500
240
$172K 0.02%
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241
$164K 0.01%
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242
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243
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11,881
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244
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2,109
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246
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247
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5,063
-2,512
248
$139K 0.01%
4,784
-60
249
$138K 0.01%
1,246
-9,186
250
$137K 0.01%
+1,980
8 9
10
11 12