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
326
$120K 0.01%
3,624
327
$120K 0.01%
1,237
+87
328
$120K 0.01%
2,828
+39
329
$119K 0.01%
1,628
-9,259
330
$116K 0.01%
2,824
-1,282
331
$116K 0.01%
1,038
332
$115K 0.01%
+6,453
333
$112K 0.01%
5,185
334
$111K 0.01%
3,459
+589
335
$111K 0.01%
888
+450
336
$111K 0.01%
1,290
+432
337
$110K 0.01%
938
+798
338
$109K 0.01%
470
+457
339
$107K 0.01%
2,626
340
$106K 0.01%
1,645
-79,015
341
$106K 0.01%
475
+75
342
$105K 0.01%
1,335
+1,015
343
$104K 0.01%
676
-30
344
$104K 0.01%
3,081
+1,281
345
$104K 0.01%
1,914
346
$103K 0.01%
1,404
+20
347
$102K 0.01%
2,851
+51
348
$101K 0.01%
983
+673
349
$100K 0.01%
3,260
+310
350
$99K 0.01%
3,600
12 13
14
15 16