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
301
$151K 0.01%
+7,800
302
$149K 0.01%
+2,520
303
$148K 0.01%
3,048
-48
304
$147K 0.01%
1,423
+189
305
$146K 0.01%
1,521
+21
306
$146K 0.01%
2,341
-59
307
$144K 0.01%
1,516
+982
308
$143K 0.01%
2,069
-578
309
$142K 0.01%
4,123
+463
310
$142K 0.01%
1,625
+258
311
$142K 0.01%
+11,132
312
$139K 0.01%
1,202
-65,400
313
$138K 0.01%
1,315
-46
314
$135K 0.01%
951
+137
315
$134K 0.01%
351
+300
316
$134K 0.01%
1,542
317
$132K 0.01%
8,768
+1,000
318
$129K 0.01%
2,175
+770
319
$129K 0.01%
2,300
-1,000
320
$128K 0.01%
+2,501
321
$127K 0.01%
1,729
-2,490
322
$127K 0.01%
565
323
$126K 0.01%
6,522
+4,322
324
$124K 0.01%
1,174
325
$122K 0.01%
1,515
-2,015
11 12
13
14 15