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
376
$85K 0.01%
1,170
377
$82K 0.01%
2,507
+1,510
378
$82K 0.01%
571
-58
379
$81K 0.01%
6,432
380
$80K ﹤0.01%
1,700
+200
381
$80K ﹤0.01%
1,752
382
$79K ﹤0.01%
1,144
+985
383
$79K ﹤0.01%
1,409
+623
384
$77K ﹤0.01%
266
+46
385
$77K ﹤0.01%
585
+522
386
$75K ﹤0.01%
1,233
-158
387
$74K ﹤0.01%
1,326
-48
388
$74K ﹤0.01%
8,316
389
$73K ﹤0.01%
1,115
+147
390
$72K ﹤0.01%
478
391
$71K ﹤0.01%
1,476
-198
392
$71K ﹤0.01%
605
+571
393
$71K ﹤0.01%
1,178
-44,263
394
$70K ﹤0.01%
2,900
-680
395
$69K ﹤0.01%
1,750
+842
396
$69K ﹤0.01%
1,185
+985
397
$69K ﹤0.01%
747
-296
398
$68K ﹤0.01%
1,683
+350
399
$67K ﹤0.01%
3,349
+3,016
400
$67K ﹤0.01%
+1,333
14 15
16
17 18