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
276
$189K 0.01%
1,959
-562
277
$188K 0.01%
1,553
-66
278
$187K 0.01%
2,319
-247
279
$186K 0.01%
2,459
+390
280
$180K 0.01%
7,500
281
$178K 0.01%
4,016
+373
282
$173K 0.01%
2,378
283
$170K 0.01%
3,017
-1,155
284
$164K 0.01%
12,171
-2,858
285
$164K 0.01%
2,371
+72
286
$163K 0.01%
1,190
+50
287
$163K 0.01%
4,669
+338
288
$163K 0.01%
4,290
289
$163K 0.01%
11,324
+433
290
$160K 0.01%
1,444
+546
291
$160K 0.01%
1,193
+355
292
$159K 0.01%
2,268
+2,200
293
$159K 0.01%
+5,800
294
$159K 0.01%
1,356
+1,084
295
$159K 0.01%
4,357
-384
296
$157K 0.01%
4,967
+305
297
$156K 0.01%
1,308
-44
298
$154K 0.01%
5,457
-540,584
299
$154K 0.01%
2,598
+31
300
$152K 0.01%
2,398
-288
10 11
12
13 14