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
251
$136K 0.01%
2,220
+338
252
$135K 0.01%
1,647
+567
253
$130K 0.01%
1,700
+2
254
$129K 0.01%
8,768
255
$129K 0.01%
3,221
+1,091
256
$128K 0.01%
+1,542
257
$126K 0.01%
1,126
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258
$126K 0.01%
4,240
+2,240
259
$123K 0.01%
1,368
-681
260
$122K 0.01%
8,997
-1,120
261
$121K 0.01%
1,403
+1,062
262
$120K 0.01%
2,711
-171
263
$118K 0.01%
4,342
+3,742
264
$117K 0.01%
+3,793
265
$116K 0.01%
1,346
+1,046
266
$115K 0.01%
565
267
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4,544
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268
$114K 0.01%
5,185
-3,679
269
$113K 0.01%
1,599
-80
270
$111K 0.01%
4,780
+2,000
271
$108K 0.01%
1,047
-834
272
$108K 0.01%
10,480
+1,853
273
$107K 0.01%
1,700
+645
274
$107K 0.01%
1,486
-6
275
$106K 0.01%
888
+874
9 10
11
12 13