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
$1.14B
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 16.16%
2 Industrials 11.59%
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
376
$35K ﹤0.01%
333
+325
377
$35K ﹤0.01%
844
+536
378
$35K ﹤0.01%
+2,100
379
$35K ﹤0.01%
306
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380
$35K ﹤0.01%
132
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381
$35K ﹤0.01%
+762
382
$35K ﹤0.01%
626
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383
$35K ﹤0.01%
2,178
384
$34K ﹤0.01%
+1,190
385
$34K ﹤0.01%
769
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386
$34K ﹤0.01%
2,545
387
$34K ﹤0.01%
+581
388
$34K ﹤0.01%
1,225
-261,933
389
$33K ﹤0.01%
2,357
390
$33K ﹤0.01%
400
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391
$32K ﹤0.01%
+1,300
392
$32K ﹤0.01%
3,920
393
$32K ﹤0.01%
1,090
394
$32K ﹤0.01%
421
395
$31K ﹤0.01%
300
-17
396
$31K ﹤0.01%
+640
397
$31K ﹤0.01%
+200
398
$30K ﹤0.01%
+961
399
$30K ﹤0.01%
301
+2
400
$30K ﹤0.01%
1,200
14 15
16
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