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
$1.63B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$30.8M
3
+$24.3M
4
FDX icon
FedEx
FDX
+$24.2M
5
TGT icon
Target
TGT
+$23.5M

Top Sells

1
+$19.5M
2
+$15.3M
3
+$14.9M
4
JNS
Janus Capital Group Inc
JNS
+$12.8M
5
FWRD icon
Forward Air
FWRD
+$11.9M

Sector Composition

1 Healthcare 12.29%
2 Technology 11.8%
3 Financials 10.71%
4 Industrials 10.17%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$361K 0.02%
5,912
+3,610
227
$353K 0.02%
20,417
+210
228
$351K 0.02%
4,060
+1,661
229
$346K 0.02%
2,224
+453
230
$340K 0.02%
4,113
+4,013
231
$330K 0.02%
3,155
-534
232
$330K 0.02%
6,930
+3,000
233
$329K 0.02%
1,314
234
$324K 0.02%
7,803
+1,405
235
$322K 0.02%
4,676
-45,944
236
$318K 0.02%
2,390
+614
237
$316K 0.02%
5,694
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238
$313K 0.02%
3,042
+1,693
239
$311K 0.02%
5,634
-80
240
$308K 0.02%
3,316
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241
$307K 0.02%
2,286
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242
$304K 0.02%
6,458
243
$299K 0.02%
5,180
-2,783
244
$292K 0.02%
2,437
+488
245
$290K 0.02%
1,246
+20
246
$290K 0.02%
11,543
247
$285K 0.02%
3,398
248
$281K 0.02%
2,680
-2,444
249
$277K 0.02%
+4,791
250
$274K 0.02%
3,969
+1,846
8 9
10
11 12