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
276
$103K 0.01%
+2,595
277
$103K 0.01%
3,448
278
$102K 0.01%
6,122
279
$100K 0.01%
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280
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281
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282
$100K 0.01%
980
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283
$98K 0.01%
991
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284
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285
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1,260
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286
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1,188
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287
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288
$89K 0.01%
1,029
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289
$89K 0.01%
783
290
$88K 0.01%
660
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291
$88K 0.01%
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292
$88K 0.01%
1,072
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293
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294
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3,743
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295
$85K 0.01%
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296
$84K 0.01%
629
297
$84K 0.01%
+15,464
298
$83K 0.01%
1,168
-24
299
$78K 0.01%
6,351
+1,337
300
$78K 0.01%
689
+3
10 11
12
13 14