Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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 15.28%
2 Industrials 12.48%
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
351
$45K ﹤0.01%
+1,600
352
$45K ﹤0.01%
630
353
$45K ﹤0.01%
1,245
-13,792
354
$44K ﹤0.01%
395
355
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413
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356
$44K ﹤0.01%
702
357
$43K ﹤0.01%
725
358
$43K ﹤0.01%
1,230
359
$43K ﹤0.01%
3,987
360
$43K ﹤0.01%
402
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361
$43K ﹤0.01%
827
362
$42K ﹤0.01%
885
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363
$42K ﹤0.01%
1,077
-22,404
364
$40K ﹤0.01%
1,575
-45,787
365
$40K ﹤0.01%
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368
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630
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$37K ﹤0.01%
453
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371
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372
$37K ﹤0.01%
1,415
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373
$36K ﹤0.01%
982
374
$36K ﹤0.01%
996
375
$35K ﹤0.01%
641
-40
13 14
15
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