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
351
$96K 0.01%
1,080
-420
352
$96K 0.01%
1,346
-1,123
353
$96K 0.01%
4,000
354
$95K 0.01%
6,399
-2,111
355
$95K 0.01%
676
+673
356
$95K 0.01%
1,390
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357
$94K 0.01%
2,085
+961
358
$94K 0.01%
5,300
+2,570
359
$92K 0.01%
3,644
-167
360
$92K 0.01%
+8,100
361
$91K 0.01%
841
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362
$91K 0.01%
381
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363
$90K 0.01%
2,537
-205,437
364
$90K 0.01%
1,031
+504
365
$90K 0.01%
2,600
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366
$90K 0.01%
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367
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368
$89K 0.01%
2,151
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369
$88K 0.01%
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370
$87K 0.01%
711
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371
$87K 0.01%
1,540
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372
$86K 0.01%
+3,750
373
$86K 0.01%
826
+501
374
$85K 0.01%
10,000
+8,680
375
$85K 0.01%
827
-25
13 14
15
16 17