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
251
$274K 0.02%
2,398
-470
252
$270K 0.02%
2,642
253
$265K 0.02%
1,494
+1,025
254
$263K 0.02%
1,761
-258
255
$261K 0.02%
2,514
-24,330
256
$258K 0.02%
+7,861
257
$245K 0.02%
5,781
+516
258
$237K 0.01%
5,051
-3,534
259
$234K 0.01%
3,574
+2,306
260
$233K 0.01%
4,733
+2,694
261
$223K 0.01%
1,659
+27
262
$217K 0.01%
2,450
263
$215K 0.01%
3,867
+2,986
264
$215K 0.01%
1,404
-65
265
$214K 0.01%
8,067
-118,162
266
$211K 0.01%
4,212
-1,068
267
$210K 0.01%
33,176
-11,090
268
$208K 0.01%
1,770
269
$203K 0.01%
6,835
-577
270
$203K 0.01%
3,150
+3,029
271
$198K 0.01%
8,001
272
$190K 0.01%
15,627
+4,021
273
$189K 0.01%
4,127
-153,725
274
$189K 0.01%
12,304
275
$189K 0.01%
1,494
+48
9 10
11
12 13